1Why Robotics-as-a-Service will be the next API-sized investment opportunity (opens in new tab)(rebase.substack.com)2rebase-vc5y ago0
2Musing on Bessemer VC's Shopify Investment Memo: In Search of the Double Unicorn (opens in new tab)(rebase.substack.com)1rebase-vc5y ago0
3Attempting to reverse-engineer Forerunner/Floodgate's VC investment in Dumpling (opens in new tab)(rebase.substack.com)1rebase-vc5y ago0
4Why the next Warren Buffett will be a tech investor (opens in new tab)(rebase.substack.com)1rebase-vc5y ago0
5“Distributed-first” is the new “mobile-first” in the search for unicorns (opens in new tab)(rebase.substack.com)3rebase-vc6y ago0
6Finding Unicorns: A Quick Lesson from Adam Sandler (opens in new tab)(rebase.substack.com)2rebase-vc6y ago0
9A Few Things I Learned from My First “Unicorn” Investment (opens in new tab)(rebase.substack.com)3rebase-vc6y ago0
