Thought Leadership Threads

MANY startups are living with bad decisions they made when cheap capital flowed freely.

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Massive value destruction was driven by Founders playing Hungry Hungry Hippo, trying to accumulate as much revenue as possible.

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A few thoughts on how to learn from their mistakes:🧵👇

Over 100 startups in our portfolio have refactored their operating plans in the past year.

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Some have become profitable with as little as $5MM of revenue while others have found ways to do more with less.

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Can you guess the four most common levers they pulled?🧵👇

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The rapid erosion of value in SVB's bond portfolio made plain the power of math and markets and how they can turn against you like an unexpected flash flood.
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Here is a simple explainer on basic bond math that is good to know even if you are not a bank CFO.

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Can you imagine your life without music?

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Did you know that there’s a technology company that’s helping tens of thousands of artists reclaim their creative control and finally get paid what they’re owed?

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A 🧵 about @stem and how it’s transforming the music industry: 👇

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The most disturbing trend I’m seeing in the early stage fintech ecosystem is the raising of 2-3 back-to-back rounds with minimal progress in-between. Unpacked: