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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,…
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Philosophy
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Problems
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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…
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Startup
Doug Clinton
Zoom, Slack & How To Measure Growth Efficiency
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,…
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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…
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Startup
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Technology
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Venture Capital
Andrew Murphy
AI’s Quest to Deliver Empathy
As we exit the information age and enter the automation age, concern has (justifiably) arisen around the topic of disruption in the labor market. What human jobs will be replaced? We consider that question from the standpoint of labor specialization.…
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Artificial Intelligence
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Future
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Robotics
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Startup
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Venture Portfolio
Andrew Murphy
Intentional Generosity: Share Your Gifts
Happy belated Thanksgiving. One of our four closely held values is what we call intentional generosity. We believe that giving with a purpose is a powerful tool for good. It’s baked into the venture capital model and baked into our…
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Apple
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Philosophy
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Startup
Gene Munster
Investing in Streem
We’re investing in Streem as a play on augmented reality transforming human interaction. Streem focuses on the future of collaboration, diagnosis, and data capture between consumers, professionals, and manufacturers. Streem offers a subscription-based smartphone app that allows consumers and pros to communicate in…
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Augmented Reality
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Startup
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Venture Portfolio
Doug Clinton
Margin of Safety in Venture Capital
As a former stock analyst turned VC, I still spend time thinking about public company investment opportunities. To that end, I recently read Seth Klarman’s Margin of Safety, a hard to find, but very insightful book about value investing. The…
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Philosophy
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Startup
Andrew Murphy
Investing in Skupos
We’re investing in Skupos as a play on our vision of the future of retail. Skupos’ real-time inventory data fundamentally changes the game for convenience stores (c-stores), distributors, and brands. Automated retail and same day delivery are the future of commerce, and…
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Amazon
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Retail
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Startup
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Venture Portfolio
Gene Munster
Investing in Bumblebee Spaces
We’re investing in Bumblebee Spaces as a play on AI and robotics helping to solve the problem of escalating housing costs. The company has a modular ceiling system to address storage needs. Bumblebee users can store a desk, bed, closet,…
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Artificial Intelligence
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Robotics
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Startup
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Venture Portfolio
Andrew Murphy
Grading Ourselves on Ray Dalio’s Principles
Our conference room has a small library. In it are 19 books (so far) that are important to us in some way, be it a gift, a guide, a reminder, or a fundamental truth. We also have a small shoe…
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Philosophy
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Startup
Andrew Murphy
Thoughts on Closing Loup Ventures Fund I
We’ve got a long way to go, but we’re excited to report our early progress towards building a leading investment platform pioneering frontier technology. In late December, we closed on Loup Ventures Fund I, a $25 million multi-stage venture capital…
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Philosophy
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Startup
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Venture Capital
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