CategoryFeatured

What’s Next For Egg Freezing?

A few years ago I read an article titled Why Egg Freezing is an Impossible Choice. The concept of women freezing their eggs (more formally known as Oocyte Cryopreservation) was not foreign to me, but it was the first time in years I had read about the process as well as any technological progress that had been made. (It turns out, it was in 2012 when the American Society for Reproductive Medicine...

If You’re Not Too Early, You’re Too Late

“Being too early is indistinguishable from being wrong.” — Tim O’Reilly The earliest I could find this quote by Tim O’Reilly was in 2011, however I would wager that this was muttered years before that and has since been said at least once by every VC, startup founder, and even on HBO’s Silicon Valley. The only problem is, in many cases being too early no longer means you’re wrong, it means you...

What Everyone in Autonomous Vehicles is (and will be) Talking About

As with any new industry that catches the interest of the general public, there are often a lot of repetitive questions and topics that come up in the news, on panels, and in conversation. Having spent a fair amount of time reading, learning, and writing, and a little bit of time investing in the autonomous vehicle space, I’ve gotten to hear many POVs on most major topics. What follows are some...

Satellite Launchers: The most overcrowded pickaxe in space?

In 2011, Chris Dixon wrote a post titled Selling pickaxes during a gold rush. He explained the dynamics of pickaxes as follows: When a major new technology trend emerges — say, the rise of online video or social media — entrepreneurs can try to capitalize on the trend by creating a consumer product (mining for gold), or by creating tools to enable consumer products (selling pickaxes). The idea of...

Robotics Exits & A PE Fund

As I’ve been diving deeper into developing our investment thesis for Robotics I’ve started to look at a lot of the data surrounding exits in the space. The largest non-public-to-public exit in robotics in the past 7 years was Kiva Systems (now Amazon Robotics) for $775M. In fact, there have been less than 15 robotics exits over $100M since 2009, per CB Insights data. The upper-bound of...

Breaking Down The Drone Stack

I’ve been studying the drone ecosystem in-depth for more than a year, initially resulting in the Future of Frontier Tech report I wrote at CB Insights. Today, as an investor at Rothenberg Ventures, I’ve continued to dig deeper in an effort to identify the key opportunities emerging within each part of the drone stack. As a team at Rothenberg Ventures, we’re continually honing our thoughts and...

(H)edge Cases in Autonomous Vehicles

In programming, an edge case typically involves input values that require special handling in an algorithm behind a computer program. As a measure for validating the behavior of computer programs in such cases, unit tests are usually created; they are testing boundary conditions of an algorithm, function or method. Source: Wikipedia The thought process I’m continuing to hear more and more in the...

Aging Populations and Personal Robotics

I was reading about the rise of social robots and what some of the leading researchers are working on in the space and was confronted by this quote: As countries worldwide face challenges of an aging population, social robots can be one solution to address the shrinking workforce, become personal companions for children and the elderly at home, and even serve as a platform for healthcare services...

Building Out a Thesis on Data 2.0 – Satellites, Drones, & Data Analytics

I firmly believe that we are on the brink of reaching escape velocity in the way we gather, categorize, and analyze both proprietary and existing data sets. Over the course of my professional life, I’ve developed a few key theses that have driven both my career and personal interests strongly. One of my first theses is one I’ve called the Niche Consumer. You can read more about it here, but the...

Do Seed Valuations Matter?

Last week I posed a question on twitter that I have been asked many times before looking for a rationale on why pre-seed and seed investors should not care about valuation. I didn’t get any responses, because half of my twitter followers are due to Justin Bieber randomly following me, so I did some research to try to understand some of the stances on this often-discussed topic. To me, valuation...

The Future Mad Men & Technology

Mad Men just concluded the first half of its final season. With a complex group of characters and more importantly, human beings, will history repeat itself? Mad Men tells the story of a group of people struggling with one of the most transitional periods in our country’s history. Within the cast of characters, some were born at the right time to enact change, like Peggy Olsen, who blazed the way...

Public Investing in Long-Term Theses

I’ve invested in public markets both professionally and personally for a good portion of my “adult” life. Since I started investing with more material sums of capital, my main focus has been shorter-term event driven strategies, revolving around derivatives. paired with long-term, steady growth allocations to give me exposure across a variety of asset classes and geographies. Over the past year...