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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

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Dear Founder #5: Managing growth pains – 8 alignment tools to manage complexity

Anyone who has worked at large organisations will know what organizational inertia feels like.  There was once this much-read corporate tome titled “Can elephants dance?” (written by the then CEO … Continue Reading

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Dear Founder #4: not all revenues are created equal

[A note from 5 Oct 2019: “gross margins” and “sustainable revenues” has become talk of tech town this past week, and a big-name Silicon Valley VC has made a similar … Continue Reading

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The Power of the Power Law, “super-stars”, and moving the returns curve “to the right”!

I finally get to jot down some of my thoughts here about the “power law”, and more specifically the “power of the power law” …. I. The phenomenon of superstars OK, … Continue Reading

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Great founding teams – a revisit

[An earlier version of this post was titled “Builders of the world, design and surf once in a while!”] As 2018 draws to a close, we reflect on how we … Continue Reading

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Nuts and bolts #2: 9 delightful things about product-market fit

A lot of ink has been spilled on “product market fit” but we are still very often answering Qs about this and so we are going to jot down a … Continue Reading

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Being long on innovation – part 2: Thriving under the shadows of giants

[Addition on 24 Oct: adding a link to an a16z blog-post published not long after on the same topic highlighted in point 5 below, that selling in the early stages … Continue Reading

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Dear Founder #3: building strong and weather-proof companies

We invest to support companies building for the long term and so we are very interested in founders who want to build long-lasting and strong companies irrespective of the state … Continue Reading

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The art and science of venture investing – #2: the search for great companies and great opportunities

Why is it so hard to find great opportunities?  Why are big success stories and sustained growth still so rare? What is the “formula” for improving our chance of backing … Continue Reading

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Getting ready for scale-up

We look to make Series A and Series B investments into companies, and so we find ourselves often asking the question: is this company ready to scale up? Perhaps one … Continue Reading