Funny thing when an LP calls you to ask: “Hey, there are some big funds going around telling LPs that small funds are going to die. What do you think?” I ask them: “Just go look at large fund returns vs small fund returns, minus few funds that are truly elite. Or just call founders directly.” Big funds: don’t do this. LPs give your names out, and you know your deal flow is coming from smaller preseed/seed funds.
Somebody asked me what may be a “product” that LPs want right now and isn’t easily available. My quick thought: “Do you have access to hot companies so you can put $1-5m yourself (really any valuation) but then present $10-50m to...

Great evening with Frontera’s mgmt team and Denver area founders. Frontera is using AI to impact behavioral disorders, esp Autism. No holds barred panel w/ friends Ben Hemani (Bison Ventures, ex Gates Ventures), Galym Imanbayev (Lightspeed) and Amol (Frontera, ex...
Impressed by the restraint that gulf countries have shown so far. It shows a high degree of sophistication in internal capabilities - from self defense to intel gathering to strategic decision making. It will be int’g to see how their...
Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...

After 13 years, I stepped down from the Board of $EVLV today. In 2011, Mike Ellenbogen and Anil Chitkara became Entrepreneurs-in-Residence at General Catalyst in Boston. We spent nearly two years exploring incubation ideas together. Then the world shifted. 2012 - Sandy Hook. 2013...