What’s on our minds

The latest coronavirus, now known as COVID-19, has had a notable impact on upcoming tech conferences around the world. Many of these conferences have been canceled while major tech companies are avoiding others due to concerns about COVID-19. Facebook canceled…

The future of work is freedom. Freedom for workers to find meaningful work, to collaborate with great teams, and to work where and when they want. That’s why we’re excited to invest in Wethos. Wethos deploys responsive teams of creative…

To unbundle is to “market or charge for items or services separately rather than as part of a package.” It’s no secret that startups are unbundling everything. Fintech companies unbundle traditional bank services. Proptech unbundles real estate. Travel tech unbundles…

Many great venture investment opportunities emerge from the deconstruction of some accepted norm or behavior. One of the most famous deconstructions was that of Craigslist where verticalized marketplaces like Airbnb, Let Go, Stubhub, Indeed, etc., emerged to do one of the…

On June 28th, T-Mobile will be the 4th US carrier to “launch” 5G in the US with 6 initial cities. While encouraging, we’re still in the buildup phase, likely two years away from the average consumer using 5G. To put…

Toys facilitate the imagination. They replicate and blend some elements of reality and some elements of fiction, equipping us to pretend. We’ve been considering the benefits of toys that incorporate novel technologies, from playful robots to LEGO sets with augmented…

Part of our investment discovery process at Loup is to identify large problems, define the problems in our structure of cost/convenience/moral, figure out the best way to solve the problem, then find the companies doing it. We plan to regularly…

Problems are the guiding light for founders to build solutions around. Problems are also the guiding light for investors to decide whether a company is a good investment. When we started investing in early-stage companies, we were taught that founders,…

The Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…

Pinterest’s Q1 report was a reminder of the first rule of going public: You have to beat buy-side expectations in your first reported quarter as a public company. Pinterest failed to do that. To be clear, companies should never manage…

Zoom is off to a fast start trading as a public company, up 83% since its IPO two weeks ago. One reason is the company’s efficiency in gaining new customers. Slack, which will start trading in the next few weeks,…

On Saturday, popular electronic dance music (EDM) artist Marshmello performed a live 10-minute set on Fortnite, the free-to-play game that continues to transform the gaming space. Here’s our favorite video and here’s Marshmello’s video. In our view, the concert is a great example of…