CategoryStartups

Category Creation & Capital in technology

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I believe one of the most damaging pieces of advice to proliferate in the tech world over the past few years has been “being early is indistinguishable from being wrong”. There are many reasons why this is true in theory but as I’ve talked about for years, at this stage of technology development and penetration, whether you’re a technologist or capital allocator, if you’re not too early, you’re...

On Inflection Points

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If loops are the power source that accelerate the flywheel, inflection points build the spokes and physical properties of the flywheel, create the initial spin, and eventually are the stick which stops the wheel dead in its tracks.

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