Thought Leadership Threads

One of my favorite things about the #startup ecosystem is that best Founders are hungry to grow their own skills as quickly as they can. I’ve shared some hard-earned insights in past threads and thought it was time to share 7 more nuggets. 🧵👇👇👇

Jamie Dimon. Love him or hate him it’s difficult to deny that he’s one of the most talented Bankers of our era. In his recent shareholder letter he points out what he perceives as an unfair playing field between Banks and Fintechs. A quick response to Jamie:

Yesterday I put out a post about Investor Rights and it’s definitely been the catalyst for some interesting conversations. I appreciate the thoughtful perspectives on the topic and in full disclosure, my firm has been on both sides of the issue so I “get it”.

Early stage investors have gotten really creative over the past few years with the rights they’ve negotiated in their deals. But guess what? In today’s market the rights aren’t being honored like the Investors expected. A quick thread on what’s going on and why:

We’re witnessing one of the most exciting periods in VC history. Funding is flowing freely, valuations are stratospheric and gigantic exits have become the norm. As a VC this should feel great, but does it? Maybe not. What follows is a rant that bears my soul on the topic:

Many people have asked why #Banks can’t just copy #Fintech functionality and then crush them with their scale and advantaged funding and regulatory apparatus. It’s because they’re in the “functional relief” business vs. the “magical transcendence” business. Unpacked:

My first post about #BTC and it’s a challenge for the #BTC community:

This🧵details 4 questions that I’m wrestling with regarding #BTC. In full disclosure, I have a very deep understanding of the benefits of #BTC but I’m not yet on board. Help me get there:

I've been spending a lot of time this past year thinking about inflation in the US. There are skeptics and there are some that believe the signs and portents are here.

(I think it's already here and that our systems aren't tuned to measure it correctly)

A few fun stats:

So you want to be a top performing #VC investor. Here are six exercises you can practice as you evaluate #startups that will hone your skills, establish frameworks, and help identify great investments.

Read on if you’re interested: