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Venture Capital
Doug Clinton
The Valuation Playbook
What’s my company worth? What makes you special? The two questions are inextricably intertwined. The more special your value add, the more your company’s potential value. It’s true at the individual level too. The value of your time or effort…
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Venture Capital
Doug Clinton
What a Venture Win Looks Like
We met with a prospective LP recently to talk about investing in a specific company. This LP had a successful business career in a traditional industry where operating profits are the bar, so he had a hard time getting his…
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Philosophy
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Startup
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Venture Capital
Dead Unicorns: The Good, the Bad, and the Ugly
From Doug’s blog, The Deload: There are 1,170 unicorns and more than half of them probably won’t make it. It’s no secret that 2021 was a boom time for all forms of capital, but late-stage venture was particularly strong. In…
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Themes
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Venture Capital
Gene Munster
With New $1B Raise, Redwood Is the Most Promising Company in Battery Tech
There is a race for US battery component suppliers to build capacity to meet the growing needs of automakers in the move to electrification. Redwood Materials is emerging as the most promising company in battery tech for three reasons: First, it's the only company building a closed-loop battery materials supply chain in the US. Second, it has the capital to build that vision with a balance sheet that recently added $1B. Third, Redwood's leadership team includes some of the brightest minds in battery tech.
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Redwood Materials
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Venture Capital
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Venture Portfolio
Andrew Murphy
How Frontier Tech Will Benefit Humanity
Frontier tech has the potential to profoundly impact humanity for better and for worse. That potential is not lost on us. In order to address the downside risks, we published an ethical code for investing: Invest in high-integrity founders making products…
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Neurotech
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Philosophy
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Retail
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Robotics
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Startup
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Venture Capital
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Virtual Reality
Doug Clinton
Everything I’ve Learned About Venture in 500 Words
Bezos wrote, “Given a ten percent chance of a 100 times payoff, you should take that bet every time.” That’s venture in a nutshell, although you’re looking at more like a 1-2% chance of 100x rather than 10%. If there’s…
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Venture Capital
Doug Clinton, Will Thompson
The Monetization Gap and the Real Opportunity for Creators
In an effort to quantify the opportunity for creators participating in the passion economy, we attempted to measure the apparent imbalance of value that flows to creators relative to the amount of time we spend consuming their content. After a…
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Passion Economy
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Venture Capital
Doug Clinton
Industrial Cybersecurity: The Battleground in Our Backyard
The Battleground in Our Backyard Software has eaten the world. In the years since Marc Andreessen made his famous prediction about software, the world has been consumed. Just as the consumption of the world by software had massive implications, so…
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Venture Capital
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Venture Portfolio
Doug Clinton
Mental Models for Growth Investing
Growth investing is about identifying companies building transformational products early in a massive growth curve. Anything that doesn’t fit this definition is some form of value investing. It doesn’t matter if the investment is public or private, tech or non-tech.…
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Startup
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Technology
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Venture Capital
Doug Clinton
Asking the Best Questions
There are three big questions that I always return to when investing in companies big or small, public or private: 1. Does this solve a time, money, or meaning problem? From a first principles standpoint, time, money, and meaning are…
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Apple
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Google
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Tesla
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Venture Capital
Gene Munster
Battery 101: The Anode
This report on the anode is the second of our five “Battery 101” reports. The goal is to outline the key components of EV batteries and note the companies we believe will make the most profit as we shift into…
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Redwood Materials
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Themes
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Venture Capital
Gene Munster
Redwood Materials Is Onto Something Bigger Than Battery Recycling
I often wonder who will be behind the next big idea. If I wrote a book on the topic, Elon Musk would have a few chapters, which is one of the reasons I stay current on what he’s thinking. Recently,…
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Redwood Materials
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Tesla
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Venture Capital
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