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Rustic Canyon Speaks out on GaiKai Exit, Changing Nature of VC, LA Tech & More

Both Sides of the Table

And no wonder, lately he and his partners are on a tear, investing out of their $200+ million VC fund. They recently exited their investment in Gaikai for $380 million while their rival OnLive (who had raised > $200 million) just went through bankruptcy. 10:15 Do you the LPs are more open-minded to single VC funds today?

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What Angel Investing & Florida Condos Have in Common

Both Sides of the Table

I pointed to several Economist articles I had read that mapped historical prices of real estate for 400 years and how on average property values grow at no more 1.5% They have marked-up paper gains propped up by an over excited venture capital market that has validated their investments. It was an investment management class.

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In 15 Years From Now Half of US Universities May Be in Bankruptcy. My Surprise Discussion with @ClayChristensen

Both Sides of the Table

Let me start by saying that Clayton is one of the most influential people on my thoughts about markets that led to both the concept behind my first startup and my main theses in investing. Disruption of Education. We spoke about the disruption of VC through crowd funding. So what did he actually say? Venture Capital.

education 403
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It’s Morning in Venture Capital

Both Sides of the Table

This article originally ran on PEHub. I can’t help feel a bit of rear-view mirror analysis in all of “VC model is broken” bears in our industry. Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1.

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Angel Investing 4 – Why You Need Deep Pockets to Win Big

Both Sides of the Table

This is the fourth article in a series on what it takes to be a great angel investor (and why this should matter to entrepreneurs). The first three skills I espoused were: access to the highest-quality deal-flow, domain knowledge of the topic area in which you’re investing and access to VCs to help fund the next stages of development.

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

Both Sides of the Table

This article was originally published on TechCrunch. By 2008 I had gotten more serious about championing companies through our investment process. 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. Why is that?

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TechCrunch: Where top VCs are investing in construction robotics

Dream It

With our 2020 Robotics + AI sessions event on the horizon in early March, we’re diving back into the sector to learn about the attributes of construction attracting robotics VCs the most and which types of startups VCs are actually writing checks for in 2020. Finishing is the ripest for disruption. About 10 percent of our time.