Author: tremendousblog
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No US venture firm is bigger in China than Sequoia Capital. But as tensions rise, even Sequoia is pulling back. Get the blog before anyone else…subscribe! From a report out this morning in The Wall Street Journal: Sequoia Capital has started screening some investments its China arm is considering in…
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The steaming pastas arrived, creatively nestled in Chinese takeout containers. I thanked my personal God as I dove into the best meatball in New York. Get the blog before anyone else…subscribe! Pasta by Hudson is an outstanding little Italian restaurant in Chelsea. Inside, there are just two tables. It’s always…
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Bao Fan did everything right. Despite being one of China’s top tech investors, Bao kept a low profile and hewed to the Communist Party line. Then, he disappeared. Get the blog before anyone else…subscribe! From an article out this morning in The New York Times: …on Valentine’s Day last week,…
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A surprise rally this year has hit short sellers hard. Losses total nearly $17 billion already in 2023: From a report out this morning in Bloomberg: Ten of the most-shorted stocks this year delivered almost $17 billion in combined mark-to-market losses for bears through Thursday, according to data-analytics firm S3…
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I recently met with a startup that’s dead broke. They’re convinced that if only they could raise another round, everything will work. It won’t. Here’s why… Get the blog before anyone else…subscribe! Some startups are negative gross margin businesses. Think of this as the old cliche, “We lose money on…
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+ Entrepreneur, Finance, Investing, Money, Silicon Valley, Small Business, Startups, Stock Market, Tech, VC, Venture Capital+
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“This situation must be controlled before it’s too late! They are multiplying too rapidly.” The Dawn of the Dead, 1978 That friendly VC you met on Zoom might not be what he seems. He might be…the undead! Zombie venture firms are firms that can’t raise a new fund. So, they…
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CalPERS did everything right. It won access to some of the finest venture firms: NEA, Khosla. The returns? Terrible. Get the blog before anyone else…subscribe! New data is pulling back the curtain on VC returns. For the $440 billion California pension fund, many venture investments have notched poor results. From…
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+ California, Finance, Investing, Money, Retirement, Silicon Valley, Startups, Tech, VC, Venture Capital+
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I think I just saw the future. A new tool called Bifrost can turn any Figma design into code instantly using AI. The alpha was just released yesterday, and already Twitter is blowing up. Bifrost lets you take a graphical design for your product and make it real. First, you…
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Every day, there seems to be a new AI chatbot. But what if one bot could query any of them — one chatbot to rule them all? Get the blog before anyone else…subscribe! Enter Poe, a new chatbot from Quora. Poe can query three different chatbots to help you find…
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Selling to consumers is hard. They can be fickle, hard to pin down, and just plain cheap. Get the blog before anyone else…subscribe! As an investor, I’ve seen some business models work better than others. Let’s break down what works and what doesn’t in consumer: Marketplaces Marketplaces have been my…
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+ Finance, Investing, Money, SaaS, Silicon Valley, Startups, Stock Market, Stocks, Tech, Venture Capital+
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Tremendous 