Being long on innovation – part 3: the (generative) AI and LLM race has just started

Should we be concerned about the dominance of Big Tech and its effect on the development of the AI industry?  This is quite a big question but with the launch … Continue Reading


From a venture investor’s diary #4: 7 scale-up dos and one don’t-do

To help young companies increase their odds of success, I continue to add to my typology of “scale-ups” mistakes to avoid: too early, wrong direction, lack of focus, and so … Continue Reading


From a venture investor’s diary #3: a few scale-up lessons

My mind has recently been preoccupied by a number of founder-CEOs who have been doing too many things, or, more accurately put, having too many people doing too many things … Continue Reading


From a venture investor’s diary #2: On leaders and leadership

Leadership is something that the pattern recognition machine that is me think a lot about, have a lot to say about, and don’t know when I will ever stop thinking … Continue Reading


Nuts and bolts #4: six more delightful things about product market fit

We are having more delightful thoughts about product market fit once again! We thought to revisit this topic because we really harbour the hope that young founding teams can cut … Continue Reading


From a venture investor’s diary #1: The power of thinking long-term, practicing a “craft”

Saw two companies that are not yet ready for their first institutional funding round. Reminder to myself: need to be a long-term minded investor.  Translation: there are always opportunities to … Continue Reading


Thoughts from the trenches: Little data, dark data, “ramps” and related things

“Big data” and its twin, AI, is a big theme, has been so for some time (for us too), and is continuing at an accelerated pace.  But seeing big data … Continue Reading


Dear Founder #8: moving fast, intellectual honesty, and tapping into the “unknown unknowns”

As investors, we enjoy many of our discussions and interactions with founders – probably a good thing – and often gain much happiness (even excitement) when, after “following” founders and … Continue Reading


Dear Founder #7: Thinking global from day 1

One of the happy things in my day-to-day life is that we are increasingly seeing founders who are thinking global from day 1.  Substantive thoughts about building a “global” company … Continue Reading


Dear Founder #6: on weather-proofing again (with a note on strategies for the unexpected tornado) ….

  Dear Founder, We feel the need to speak about resilience and being weather-proof again (our part 1 – “building strong and weather-proof companies” – is here).  For those of … Continue Reading