Both Sides of the Table

FEBRUARY 24, 2016

million in funding on TechCrunch led by Harmony Partners and Upfront Ventures to double its footprint of 3 cities (New York, Chicago & Washington DC) to 6 in 2016. Incumbents became increasingly annoyed with our successes in the country’s largest market – NYC – that they started even taking out ads against us.

strategy 282

strategy peer-to-peer incumbents real estate 282

Both Sides of the Table

MARCH 25, 2016

Many startup businesses – tech or otherwise – fail. In our industry we applaud the efforts for entrepreneurs to have tried and we know that today’s failure can bring the experience for tomorrow’s success. Yet I can’t help thinking there are many predictable failures that come from a lack of basic planning. Market Size.

incumbents 277

incumbents startup peer-to-peer incubation 277

Tomasz Tunguz

JULY 28, 2016

Through the end of July in 2016, $70B worth of SaaS companies sold. More important, public companies may be more attractive buys than their private peers. This new behavior is a shift in strategy for private equity firms. In 2016, these PE firms aren’t following that playbook. But it’s not happening yet.

SaaS 40

SaaS peer-to-peer incumbents strategy 40

Haystack

JULY 20, 2018

More recently, this trend has shifted a bit within the Bay Area, which today’s giants like Uber, Airbnb, and Stripe being built in San Francisco proper while incumbents down south have begun scooping up premium commercial real estate in the city. Well, that time has finally come. These questions have been rattling around my brain. Here goes….

investing 116

investing investment venture capital peer-to-peer 116