CategoryTech

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...

How I Hacked Together An SMS Concierge Service In 1 Hour

Earlier this year I ran experiment where I created an SMS-based food/drink recommendation service called The Key. The Key was a simple idea — text a phone number with certain parameters (neighborhood, price point, atmosphere) and get back 1–3 recommendations on where to go for a meal or a drink. Why did I do this? I’ve lived in New York City for 6 years now and in addition to having a passion for...

The Next-Gen Meal Stack

I’ve written a fair amount about the broad “food tech” space looking at financing trends, overcrowding, city expansion, as well as the consumer behavior attached to the different spaces within the food consumption industry. As I continue to think about the space, I wanted to get a few thoughts down on what I call the Next-Gen Meal Stack. First, there have been plenty of articles discussing the...

Commoditization & Differentiation of Drones Services

Drones are a key component to my Data 2.0 thesis. Not only do drones allow us to do things that previously weren’t possible at a commercially viable price point, but they are already proving able to replace other segments of the aerospace market like some forms of satellite imagery gathering or aerial monitoring via traditional planes. We’ve seen Drone funding explode in the past year, and if I...

Analyzing AngelList Data for Drone Trends in 2015

In today’s drone ecosystem there seems to be a few key segments that startups are focusing on: Hardware, DaaS, and infrastructure. I used AngelList data to identify trends within each space, as well as offer some analysis on how these trends will develop moving forward.

The Importance of Smart Drone Infrastructure and Technology

TL;DR – Drones are getting smarter, and this “smart” drone tech should be the basis for any future drone infrastructure development. Drones are a key component to my Data 2.0 thesis for their ability to do things that previously weren’t possible at a commercially viable price point, as well as their value-prop that allows them to replace other areas of the imagery and geospatial analysis...

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...

Liquidation Preferences, a Waterfall Analysis, and Educating Startup Employees

TL;DR I’ve uploaded an easily-manipulated liquidation model to better educate employees, founders, and anyone else interested in how liquidation preferences affect financial distributions across a variety of exit scenarios. Just make a copy on Google Docs and edit away. Last weekend Heidi Roizen wrote a great post titled How to Build a Unicorn From Scratch – and Walk Away with Nothing. The...

Does History Repeat Itself? Unpacking Venture Capital in the 80s vs. 2015

Jerry Neumann wrote a piece called Heat Death: Venture Capital in the 1980s that details the VC industry’s changes from 1970 to now. As I read it, I found that there were tidbits from the 80s that related to today’s VC ecosystem that I wanted to unpack further. My thoughts (and the accompanying passages) below. Click an accompanying headline to skip to its section or scroll down: Early 1980s...

Are Next Generation Lending Companies Correctly Evaluating Risk?

Thoughts from this post originally appeared in the TLW Newsletter. Sign up here. When I’ve talked to a few “industry veterans” within the small business lending space, they all have been very dismissive of some of these “next-gen” lending companies. They mostly have said that while the algorithms and machine learning used to crawl a variety of social/digital metrics are great, they don’t replace...

Automated Wealth Management & A Gateway Drug

There has been a lot of funding to and so-called ‘innovation’ within the tech-driven wealth management space lately. Most notably, Wealthfront and Betterment are competing to effectively manage people’s money through relatively standard practices that have existed for years (basic asset allocation via ETFs, indexes, etc.). As this wealth management tech space moves forward, I believe the focus...