RIP Silicon Valley

RIP the place that was Silicon Valley. Talent is fleeing the Bay Area at warp speed. Capital will flee too, but more slowly (as always). Soon-to-be-enacted tax hikes will accelerate the trend. Remote-first is the default now. But long live the dream, the idea that is...

Now is the Time to be Afraid

I sent this memo to all Guerrilla Capital Portfolio CEOs at 10:50PM on Sunday March 8, 2020. I share it now for your benefit. This memo represents my semi-educated, poorly-informed prediction of what is likely to happen over the next 90 days. Read & learn from it...

Truth Decay

The truth is the first thing to go When you go from being powerless To powerful Even the small shift from being 3 guys/gals in a garage To a funded company with 10 employees You are a despot who controls their destiny The CEO becomes the last to know “Truth decay” is...

Buggeroaf Interview: “It’s Harder Than You Think”

This interview appeared in Bugger Oaf’s substack on January 7, 2020 Greetings! Happy New Year 2020!! For our 2nd “Interview by Email” we had the privilege of meeting @lpolovets who is an Operator and Investor. For our 3rd “Interview by Email” We are...

Abundance mindset

You don’t need money or a rich family to become an entrepreneur. Taking the leap to start a company requires, more than anything, confidence & self-belief. Money does not automatically endow its holder with self-confidence. But poverty, even after it’s gone,...

Anatomy of a (Good) Investor Update

Now that I’m an investor, I am on the receiving end of a lot of investor update emails from startups. Some are clear, consistent and excellent. Some are confusing, some are sporadic, many are bad. As an investor, the quality of a startup’s communications...