Zero_alt

From a venture investor’s diary #5: is there a good doctor around?

The alternative title for this post was originally “A portrait of a company with a founder-CEO low in self-awareness and ability to take feedback and with especially aggressive early investors“. … Continue Reading


Search_for_cleanandsmartvc

The data-filled “clean and smart” world: the questions that still need to be asked

With GenAI and LLM (large language models) being the hot topics of 2024 and likely to continue into 2025, and with the recent launch of Open AI’s 01 and similar … Continue Reading


The_gen-AI_race_has_started

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


Leadership_ALT.jpg

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


Long-term_planting

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


Little_data

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


Going_global

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


Storm_grey_w_red_fringe

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


Journey

The art and science of venture investing – #3: it’s investing vs divesting and the “relationship”

Some of the most interesting analyses about investing that has been making the rounds of the institutional investment community in the last few years has been about how fund managers … Continue Reading


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Re-imagine: products, policies, digital transformation, machines vs humans

As we move into a new decade, it is worth asking broader questions like “what does our world need”? We’ve just sent out an investor newsletter discussing how the world … Continue Reading