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šš» Greetings from Oslo, Norway, where I've been attending Katapult Future Fest and I'm pleased to rep
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May 14 - Issue #9
The Future of Venture Capital
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šš» Greetings from Oslo, Norway, where Iāve been attending Katapult Future Fest and Iām pleased to report that the future certainly looks bright from where Iāve been standing this week.Ā When Iāve not been moderating (4 hours of startups pitching in a row, I shit you notā¦) Iāve snuck off to discover and read the latest and greatest articles on the future of venture capital. Iām happy I managed to find the time as there are some real gems in this weekās edition. Enjoy! š
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By comparing rates of investment before and after AWS was introduced in 2006, Nanda and his colleagues could see how VCs changed their strategies with startups such as cloud-based software and service companies, which could take advantage of AWS to decrease costs, versus others like biotechs that were less impacted by the new technologies" ~>Ā Amazon Web Services Changed the Way VCs Fund Startups
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āBy comparing rates of investment before and after AWS was introduced in 2006, Nanda and his colleagues could see how VCs changed their strategies with startups such as cloud-based software and service companies, which could take advantage of AWS to decrease costs, versus others like biotechs that were less impacted by the new technologies.
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Dell wants to publicise its investments. The venture arm ā which kept a very low profile when it was part of EMC ā is coming out of āstealth,ā including disclosing portfolio companies as part of a new push to highlight young businesses. The company is spending about $100 million annually on the funding of startups ~>Ā Dell Takes Venture Arm Out of Stealth, Aims to Spend $100 Million Annually
The venture arm of Weiss Peck & Greer LLC renamed itself Lightspeed Venture Partners and announced the closing of a new $1 billion fund focusing on communications and Internet-infrastructure software ~>Ā Weiss Peck & Greer Becomes Lightspeed
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Gil Dibner takes a look at Systems of Intelligence, barriers to entry, and enterprise VC investing in the post-SaaS world: āIn assessing the value of a āSystems of Intelligenceā company, weāve got to focus on the barriers to entry created by the specific system that company is creating. The value will not come from the āintelligenceā alone. The value is in the system itselfā ~>Ā Systems of Intelligence: Is this the VC meta-thesis weāve been looking for?
Biology has emerged as one of the most important technology platforms of the 21st century. With the arrival of the gene-editing technology Crispr, biology will soon converge with everyday medicine, big agriculture, and artificial intelligence to influence the future of all life on our planet ~>Ā Crispr Makes It Clear: The US Needs a Biology Strategy, and Fast
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Conventional wisdom has it that Amazon, Apple, Google, or Facebook are unassailable in their core market.Ā Conventional wisdom is wrong. ~>Ā Hunting the Four Horsemen of Tech
An essential skill of entrepreneurs and early stage VCs is to ābe able to see through the fog of an emerging market and pick out the winning idea.ā Fred Wilsonās explains how you might go about this ~>Ā Seeing Through The Fog
Purely from a mathematically perspective, small funds certainly appear have a less daunting path to returning a multiple of investor capital. A notion that resonates strongly when considering the paucity of large exits over the last decade.Ā However, the actual analysis is significantly more complex ~>Ā Micro-VCāāāSmaller is better, but the math is still really hard
Out of the more than 200 unique technologies that have ever appeared on a Gartner Hype Cycle for Emerging Technology, just a handful of technologies have been identified early and traveled even somewhat predictably through a Hype Cycle from start to finish ~>Ā 8 Lessons from 20 Years of Hype Cycles
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A sincere thank you to everyone for their kind words regarding Series F so far. Ā In truth, the main reason for me doing this is to keep myself accountable and ensuring I keep myself up to date with whatās happening. Knowing I have nearly 900 people to report to each week, means that I have to take the time to keep learning around the topic consistently.Ā You can help keep me even more motivated by helping me breach the 1.000 subscriber mark by sharing this with just one colleague or friend who you think would appreciate getting this in their inbox every Sunday šš»
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