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What I *Would Have* Said at TechCrunch Disrupt

Both Sides of the Table

At GRP we sat out 2007 and much of 2008 for that reason and we’re now looking pretty smart for doing so. This is evidenced by the current price creep that we’re experiencing for early-stage deals. The only solution as an investor is to sit the market out as Chris Sacca said he’s inclined to do.

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Betting Beyond the Bowl: Investing in Sweetgreen Was Always About More Than Salad

Revolution

an industry I deemed “ ripe for disruption ”?—?in something that sounds obvious today but was rare circa 2007. But we believed in the founders, Jonathan Neman, Nicolas Jammet, and Nathaniel Ru, and their vision of a healthier way to eat. What did we see in the then-regional salad company? Its potential to transform fast food?—?an

investing 363
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Some Reflections on VC Investment Decisions

Both Sides of the Table

I started in 2007 with a thesis that my primary investment decision would be about the team (70%) and only afterward about the market opportunity (30%). The ones above are the ones I’ve prioritized this year (other than Disrupt – I never seem to get invited to that one). And there’s conferences. Oh, the conferences.

VC 374
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Spotting, Nurturing and Mentoring Talent – The Power of Troy Carter

Both Sides of the Table

When Troy and Lady Gaga were introduced the market had been in a free fall from the financial crisis of 2007-09 and Troy had had some setbacks professionally while Lady Gaga was sleeping on her grandmother’s couch in West Virginia, having just been dropped by Def Jam Records. She was disruptive. Same with Gaga.

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On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

I know that most people who are close to them tend to deny their existence, as we saw in the great housing bubble of 2002-2007 and the dot com bubble of 1997-2000. I see opportunities for disruption all around me and am meeting amazingly talented entrepreneurs. That asset class need not represent the broader market. The road ahead.

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Stock Market Drops. Then It Rallies. What Happens Next for Funding?

Both Sides of the Table

When I first got into the industry it was 2007. I started showing my partners more deals that I found interesting and doing loads of analysis on the future of markets I thought were ripe for disruption. I have always believed that TV was ripe for disruption. Yesterday was a Monday. And not a pleasant one.

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What Angel Investing & Florida Condos Have in Common

Both Sides of the Table

I saw VCs doing crazy things in 2007-08 when I first entered the VC market – crazy prices, limited due diligence, large funding rounds. The professor showed that there is a big increase in volume of buyers as a market peaks and a big increase in selling as the market is falling. I avoided much of this.