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The Opening

A VC: Musings of a VC in NYC

We’ve known that once the wave breaks on the shore, there will be enormous opportunities unleashed. What we have been looking for is the consumer opportunity to emerge. I’ve always thought the opening would be at the intersection of gaming, online communities, and social networks. Where enormous opportunity exists.

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Why Entrepreneurs & VCs Should Focus on Basecamp, Not the Summit

Both Sides of the Table

Market Opportunity. We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. By definition the market is already large and therefore crowded or it’s nascent and the opportunity is not totally clear. But what about markets? Think about Twitter.

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Blockchain gaming survey: 7 investors discuss regulation, opportunities and NFT hype

TechCrunch

There’s still a haze of uncertainty surrounding blockchain games, so we reached out to several active investors in the space to get a clearer picture of where opportunities exist today and what they see on the horizon. Incumbents tend to be more wary of adapting new business models and gaming is no different.

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After Investing $100 Million Into New VC Firms, Here’s What I Look For: Traditional But Better, or Different & Excellent.

Hunter Walk

In these cases we’re asking ourselves, can this individual/partnership execute a ‘known’ playbook better than incumbents, because it’s not very interesting to put people in business who are going to be Traditional But Average. But we’re interested in taking this risk when the person and opportunity warrants it.

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Binance founder Changpeng ‘CZ’ Zhao shares his vision of web3 opportunities at TC Sessions: Crypto

TechCrunch

CZ will join our stage virtually and we’re looking forward to discussing global market opportunities in a bear market, the regulatory challenges up ahead and where opportunities are (and aren’t) in web3. earned new investment as it strives to topple incumbents like Coinbase. Competitors have also been taking notice.

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My First 16: Competing in a Crowd of Incumbents with Mercury’s Immad Akhund

Andreessen Horowitz

In this episode, a16z partner Seema Amble talks with co-founder and CEO of Mercury Immad Akhund about the idea of a minimum delightful product in fintech, doing the spreadsheet math on unit economics early on, and how to compete in a category already filled with incumbents. Lastly, we were targeting this fairly tight knit community, right?

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Both Things Can Be True: Bias and Bad Fundraising Advice

This is going to be BIG.

The reality is that fundraising looks more like this: Show me a big opportunity, a great plan, a team whose career has led up to this moment through their experience and homework and show something outstanding that they pulled off that separates them from the pack—a “rabbit out of a hat”, if you will—and I’ll show you a funded team.

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