Posted in: Uncategorized

We Only Have 100 Points of Equity to Split Up

I have been investing in Pre-seed and Seed-stage companies at Precursor for the past five years and I come back to that conversation all of the time. While I am broadly supportive of all of the innovation that has happened in the early-stage fundraising market, nothing can change the fact that companies only have so much equity to dole out between investors, founders and employees. I’m watching this all play out right now and I’m seeing it cause a lot of heartburn for both founders and investors.

Posted in: Uncategorized

Evernote, Dropbox, Google Drive – The Fractured Way I Store Stuff Online

I’ve had this nagging desire to write about Evernote and the mess that is my online storage life for the last few weeks. I use the product every single day to take notes, scan business cards, and clip interesting things from the web that I want to keep for future reference. I have also paid for the Premium version for quite some time as the product delivers a lot of value and I feel good supporting them.

Posted in: social networking

Competing with B2B Systems of Record with a Mobile-First Approach – Disrupting Salesforce

App unbundling and mobile first approaches for B2B software are really interesting to me. Awhile back I wrote a post about unbundling LinkedIn. Lately I’ve been spending a lot of time thinking about what it would take to compete with and ultimately dethrone Salesforce (or SugarCRM or Microsoft Dynamics for that matter) with a mobile-first approach.

Posted in: Uncategorized

Valet Parking Startups and Non-Consumption as the Real Competition

In the past few months I’ve met, read about, or been introduced to a number of companies that are working on solutions to make parking in cities a much easier experience for consumers. Most of these services are focusing on the SF and NYC markets, both of which are know for limited street parking, high […]

Posted in: facebook, social networking, web20

Competing with LinkedIn and the Case Against Unbundling

I’ve been thinking about LinkedIn quite a bit lately. I think LinkedIn is really interesting because in many ways I think it is one of the most durable and hard to disrupt companies that sit at the intersection of SaaS and social networking. I’ve also been meeting a ton of companies that I think are looking to compete with LinkedIn by attacking them on a feature-by-feature basis as opposed to a full frontal assault. There are some interesting and emerging things I’m seeing on this front and I wanted to write down some of my thoughts on the subject.