vc
Open source investment memos
A company we invested in is announcing both their Seed and Series A tomorrow, and I’m about to Open Source my investment memo. We are far from the first to do this, but I have to admit, every time I’ve seen it, I’ve thought: big deal. But I have to tell you I’m nervous af.... software, vc
My contrarian opinions about devtools
A popular tweetstorm about how I see investing in the developer tools space.... software, vc
Floors and ceilings
One framework I like to think about in large developer tools opportunities is what I'm trying to call lowering the floor and raising the ceiling.... software, vc
What is hard software?
In Hard tech, I talked about the overarching thesis at Root Ventures. But I mentioned that my area is hard software. What do I mean by that? I'm tempted to say, "you know it when you see it," but here's a few heuristics I think about....When I left Teespring to start angel investing full-time, the first two people I talked to were former Teespring board members — Keith Rabois and Sam Altman. Keith’s advice, as usual, was highly tactical and proven right over time......
