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Understanding How The Innovator’s Dilemma Affects You

Both Sides of the Table

The framework of his book has profoundly altered how I think about the technology market and affects how I thought about building my businesses and how I think about investing in venture capital. It should affect how you think if you are an incumbent but also if you’re a startup. Incumbents feel threatened.

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The Interchange: Stripe takes a swing at Plaid

TechCrunch

It also resurfaced talk of when Stripe reportedly pressured investor Sequoia to back off from an investment that smelled like competition. Well, this past week, the company came out with an indirect response to the latter in the form of a blog post written by its CEO Maju Kuruvilla. million in a round led by Firebrand Ventures.

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Quickly Unpacking Microsoft’s Acquisition Of GitHub

Haystack

Not yet profitable but invaluable to developers worldwide, the decade-old company bootstrapped, differentiated from formidable competitors GitLab and Atlassian’s BitBucket, weathered leadership upheavals, and eventually ingested lots of venture capital which helped them weather the challenges they faced. Many tried and couldn’t get in.

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401(k) provider Human Interest doubles valuation with $55M fundraise

TechCrunch

The big incumbents haven’t figured out how to make plans affordable and accessible for smaller companies,” Schneble said. “We Last July San Mateo-based Guideline — which is also focused on SMBs — announced an $85 million Series D round co-led by Al Gore’s Generation Investment Management and Greyhound Capital.

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Investing Outside The Bay Area

Haystack

When I began investing a little over five years ago, it felt like the conventional wisdom was that one had to invest in the Bay Area to harvest venture-like returns. So, about two years ago, as a Bay Area resident, living right off Sand Hill Road, started intentionally investing outside the Bay Area.

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Revolution co-founder talks Living Social, ZipCar, Steve Case & GroupOn Super Bowl Ads

Both Sides of the Table

The venture capital industry is so heavily skewed to Northern California, which the remains spilled over Boston, New York & Southern California. So it was wonderful to hear from a leading venture capital firm based in Washington DC. I run Revolution’s VC investments. Revolution, what is it?

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The Breakout Tech Company Of 2018

Haystack

As a little tradition on this blog, I’ve singled out companies starting in 2013 with Stripe ; there was Snap back in 2014; Slack in 2015; took a break in 2016, as I wasn’t inspired to select one then; and last year, 2017, was Coinbase. Here is the Google Doc where we tracked these.]