Jul 29Member-onlyDeep Minds Think AlikeData and Science are crucial to humanity’s future By Keith Teare • Issue #320 Deep in the heart of summer and @Om links to the 200 best dance songs of all time. I’m passing it on as a gift. And DeepMind figured out the structure of 200m human proteins. Now…Technology22 min read
Jul 21Member-onlyDown, Down, Deeper and DownThat Was The Week #319 Content Essays of the Week Down Markets and Liquidity Secondary Markets to grow Private Equity as Acquiror Unicorn Valuations Bid/Ask Spread in Venture A16z closes HQ AI-Powered Organizations Brad Feld on Matt Levine News Week FirstMark raises $1 billion in new funds Amazon Buys One Medical Tesla Sells Bitcoin Stripe Lowers…Technology14 min read
Jul 15Member-onlyTruth is overratedA Bill Gurley tweet pointed to an essay written by Isaac Saul (@Ike_Saul), founder of Tangle. His essay challenges the idea that misinformation is a problem. He argues that nothing we humans think we know is actually true. Rather it is our provisional understanding. Of course, he is right. …Technology20 min read
Jul 8Member-onlyStop, Breathe, ThinkBy Keith Teare • Issue #317 • So many points of view about the venture ecosystem. Some panic, some optimism, some ‘wait and see’. Modern media likes to take sides but all of these sentiments are appropriate because more than one thing is happening. All at the same time. Contents Essays of the Week Venture…Venture Capital18 min read
Jun 30Member-onlyLive Sports — The Next Streaming WarBy Keith Teare • Issue #316 • View online An average sports stadium can hold 50–100,000 fans. But teams have millions and sometimes billions of fans. What is the true value of the rights to stream games? This week Amazon bought UK Champions League rights. …Technology19 min read
Jun 24Member-onlyLive Long and ProsperThat Was The Week #315 Netflix announced 300 layoffs and Brex pulled the rug on its small business customers. But LocalGlobe raised $500m, InFarm announced two new farms and eBay bought NFT firm KnownOrigin. Making the right choices will help us all to live long and prosper. …Web 311 min read
Jun 17Member-onlyAdapt or DieBerlin Edition, By Keith Teare • Issue #314 The Dark Ages describes a time when little or nothing changed. There was no progress. It needed the agricultural and industrial revolutions to break out from the dark. 2022 might seem dark but there is innovation all around us. Adapt or Die…Venture Capital9 min read
Jun 11Member-onlyThe Private Wealth SecretBy Keith Teare • Issue #313 • View online Content Private Wealth Secrets UBS advises private investments Cathy Woods ARK to invest in private companies Tracking Private Growth The 34 new Unicorns from May Why new VC funds beat old ones Regulation Week Lina Khan’s plan to take on big tech EU’s message scanning plans questioned The US privacy…Technology19 min read
Jun 3Member-onlyThe Good News, Bad News, WeekBy Keith Teare • Issue #312 • View online 34 new unicorns in May and three new decacorns. It’s the best time in 5 years to be a VC? But Tiger is down 52%, 15–20,000 tech workers have been laid off and Sheryl Sandberg is leaving Facebook. …Cryptocurrency24 min read
May 27Member-onlyThe Birth of the NewBy Keith Teare • Issue #311 • View online Another week and another glut of writing seeking to understand what has changed in the economy, the public markets, and the startup and venture capital world. As the old world dies the only important question is, what is being born? Contents The…Investing19 min read
