Thought Leadership Threads

Making decisions when faced with incomplete information is what every Entrepreneur has to contend with on a daily basis. The same is true for Investors.

Curious what role Intuition plays? Curious how Intuition is misunderstood and misused? Read on: 🧵👇

Nothing is normal anymore. The VC landscape is nuts. Public markets are on fire. The adoption of Web3.0 technologies is unlike anything seen before.

Separating bubbles from mega-trends is really difficult. It’s the stuff of dreams and nightmares. A few thoughts: 🧵👇

Fintech startups have been on a tear for the past decade and some gigantic companies have emerged including @stripe, @nubank, @Affirm and @Klarna.

The question I get asked all the time is: Is there room for the next wave of fintech startups to succeed?

A few thoughts: 🧵👇

Last week was pretty crazy. I knew what was coming first thing Monday morning and the week didn’t disappoint.

A few thoughts on how the VC ecosystem is quickly evolving:

Everyone knows the speed at which VC deals are being done has accelerated to a dizzying pace.

While this can be good for some Founders, it’s magnifying a flaw in the VC ecosystem.

A few thoughts on “Bad Pattern Recognition” and how it’s creating have and have-nots: 🧵👇

Quick observation:

I'm seeing an acceleration of "Keeping up with the Joneses" behaviors in the startup ecosystem.

Founders want to grow crazy fast, raise lots of money, and issue press releases about their valuations so that they're "ahead of their peers".

QED Investors has invested in 150+ startups over 14 years and consistently delivered outstanding results. Today, we announced a new $1B+ vehicle to continue on this journey.

In honor of this milestone, here are my 14 biggest insights from 14 years at QED: 👇🧵

The idea that each company has its own culture isn’t questioned. Most people claim that it’s important and a contributor to an organization’s success or failure.

But guess what? People struggle when asked to explain what culture is!

A framework and thoughts on the topic:

Do you want to know a secret about Board meetings?

The secret: They aren’t unique!

Seasoned Board Members discover that Board meetings fall into very distinct categories.

What follows is a classification framework and a few insightful nuggets (including a soundtrack).