skip to Main Content
Products
Insights
Philosophy
Analysis
Team
Search
Search
Submit
×
Close search
Startup
Loup TV 121: FSD Price Increase; Theranos’ Ethos of Fake It Till You Make It
Takeaways: Tesla announces that FSD subscriptions will increase to $12,000 starting Jan. 17th, the company’s intentions for doing so and whether or not FSD will be mandated in the future. Theranos: their ethos, our verdict, and the gray area between…
1-Minute Read
Autonomous Vehicles
,
Deepwater TV
,
Philosophy
,
Startup
,
Tesla
Doug Clinton
What We Learned From Quibi’s Shutdown
The following memo was shared amongst our investment research team. Quibi’s shutdown offers a few valuable lessons for investors. A great founding team does not eliminate the need for a unique insight about the problem and market. We previously talked…
3-Minute Read
News
,
Problems
,
Startup
Doug Clinton
Investing In Peak
There’s easy D2C telemedicine and there’s hard D2C telemedicine. The first D2C telemedicine boom, v1, logically focused on the easy categories: hair loss, birth control, erectile dysfunction, skin care. All of these categories require minimal doctor expertise or interaction with…
3-Minute Read
Portfolio Company
,
Startup
Doug Clinton
In Defense of Big Tech: A Response to Social Capital
Earlier this week, Social Capital published its Annual Letter. In the letter, Chamath Palihapitiya, founder of Social Capital, details his viewpoint on why Big Tech should be broken up and how. I enjoy reading Palihapitiya’s letter every year, but I take…
9-Minute Read
Artificial Intelligence
,
Startup
,
Technology
Gene Munster, Steve Van Sloun
Teooh is a Solution for COVID-19 Impacted Conferences
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…
1-Minute Read
Startup
Doug Clinton
The Five Categories of Tech Investing
Most investors think about the world in terms of growth or value. Growth investments tend to be in companies relatively early in their growth curve with high revenue growth. Growth companies are often unprofitable as they invest heavily to capture…
9-Minute Read
Startup
,
Technology
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.…
21-Minute Read
Startup
,
Technology
Doug Clinton
Investing in Wethos
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…
1-Minute Read
Future of Work
,
Portfolio Company
,
Startup
Doug Clinton
Why Unbundling Works
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…
5-Minute Read
Startup
,
Technology
Doug Clinton
Deconstructing the Company: The Future of Freelance and Remote Work
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…
9-Minute Read
Philosophy
,
Startup
Doug Clinton
Great Startups Start With a Problem
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,…
7-Minute Read
Philosophy
,
Problems
,
Startup
Doug Clinton
IPO Rule #1: Beat Expectations Out of the Gate
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…
3-Minute Read
Startup
Load More
Back To Top
Search
Submit