Sublime
An inspiration engine for ideas
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the compani... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
SaaS dashboard company seeded by David Sacks:
https://www.saasgrid.com/
DeepBench’s approach: Our company is approaching the expert network industry from two unique directions. First, we are licensing software to help other organizations build their own knowledge networks. Second, we are focused on reducing costs and expanding the market for paid knowledge exchange.
DeepBench • Knowledge as an addictive drug—an investor’s guide to the expert network industry
In his April 2015 letter to shareholders, Amazon founder/CEO Jeff Bezos listed the four requirements for a “dreamy business”: “Customers love it, it can grow to very large size, it has strong returns on capital, and it’s durable in time—with the potential to endure for decades.” We want Prime to be such a good value, you'd be irresponsible not to b
... See moreGenAI has a user retention problem. And low user retention means GenAI products are not yet providing enough value to their core users to reduce churn or to gain much time in product when looking at DAUs and MAUs compared to other apps.
This is where and why there will be consolidation in the GenAI space. I expect tons of tools to merge in a few pla... See more
This is where and why there will be consolidation in the GenAI space. I expect tons of tools to merge in a few pla... See more