Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
RT @hunterwalk: with trend of startup founders simultaneously running venture funds, waiting for one to offer their startup's early employe…
Huge get for Google. I'm excited to see what he & team roll out. https://twitter.com/jsoltero/status/1186341524763602944
It's interesting to see how much of "crypto twitter" is driven by pseudonymous accounts.
Wowwwwwww!!!!! https://twitter.com/MikeIsaac/status/1186459448086122496
RT @speechu: Crypto continues to be a sector that is high noise, low signal. It will likely produce 5 amazing companies over next 10 years…
RT @arjunblj: Lessons learned from the clean-tech bubble (applicable to "crypto" now): 1) Entrepreneurs take capital allocation to industr…
RT @joshpuckett: @jmover @semil If they had invested $13B in NYSE:BXP (largest commercial REIT) in Jan 2010, held and reinvested all divide…
RT @jmover: This is not a criticism of WeWork, but a serious question - if WeWork had just invested the $13B they raised over the yrs (2010…
RT @mdudas: @a2d2 @semil - Fundamental technology: bitcoin continues to work with blocks mined every 10 minutes + increasing security & wor…
RT @a2d2: Cryptocurrency/blockchain is mirroring VR's funding crunch. Just like VR its crunch is due to: - Fundamental technology (and esp…
RT @gautamchhugani: The VC investing model is unlikely to work in crypto. Crypto is a new parallel financial rail & is likely to find its f…
RT @semil: From a VC friend: "We are pretty ice cold on crypto. Crypto is more like Cleantech than a normal not-hot sector within tech. Bo…
RT @muneeb: VC interest in crypto is largely correlated with the price of Bitcoin. When it’s a bull market, the interest goes from cold to…
RT @EggersMatt: @semil Incorrect to characterize cleantech in that way. Tesla does not require new business behaviors. Neither does improve…
From a VC friend: "We are pretty ice cold on crypto. Crypto is more like Cleantech than a normal not-hot sector within tech. Both are essentially brand new tech stacks that are predicated on broad adoption of new business behaviors."
 
How’s he defining new business behaviors? Got an example? I think part of this may be due to the crazy ways crypto has been pitched historically, but may not actually be entirely true
 
don't know. curious to hear your take on what you're seeing....
 
Crypto is mostly useless, clean tech is saving the world.
For aspiring & emerging VCs, it’s worth the 20 minutes to hear @HarryStebbings interview @arifj about 10+ years of enterprise investing - Arif is on a big roll w/ TripActions, Netskope, AppZen, and more to come: https://overcast.fm/+EBTBoceyY
I admire Slack. The product is basically perfect, in all details. And the integrations & bots are fun. That said, I’m not convinced it’s the best way to share info beyond a small group. I’ve met a handful of product designers building w/ this thesis in mind.
RT @bryce: We could probably solve a lot of problems in tech if we strictly enforced a 1 to 1 podcast to new album listening ratio.
The blockchain, but for tracking & attribution of gifts at a twins’ toddler birthday party.
RT @PatrickWStanley: Facebook as the 5th estate is a marketing genius.
RT @bryce: Thoughts and prayers going out to seed focused funds trying to build a brand and deploy a strategy in this market 🙏🏻 Incredibly…
RT @Nik_Quinn: Honored to be featured in Marie Claire's 50 Inspiring Women #NewGuard alongside brilliant female founders @audreygelman @Mar…
incredible POV & raw emotion... https://youtu.be/MHa93iPwTgQ
RT @lpolovets: The internet makes you more efficient at work and less efficient at life.
RT @morganhousel: A thing that explains a lot of what's going on in both politics and investing is that if you tell people what they want t…
RT @balajis: Physical decentralization of the tech industry out of the Bay Area will accelerate. https://twitter.com/wsj/status/1185325006584209408
RT @adams_anderson: Great interview by ⁦@daveknox⁩ and ⁦@semil⁩ on How One VC Sees Consumer Data Becoming The New Focus Group https://t.co/…
RT @balajis: The concept of social media as the Fifth Estate may be the most enduring part of Zuck's speech yesterday. As the Fourth Estat…
For poker nerds - currently at a friendly house game - 7 players, one deck, we’ve done about 35-40 hands so far and I’ve only had one hand where a card has paired on the board (even folded hands). Not sure if that’s even statistically possible.
A line from a Pawn Stars expert: "In any field, it's amazing how real the fakes can get."
Observation: A few years ago, a bunch of seed/VC firms placed $250-500k-ish checks into various crypto projects/startups. Generally, those VC firms do not lead or participate in the next rounds. There are new crypto-focused Series A funds, but not many. So, it's a crunch.
Working at the bar at The Rose & having lunch, and then when “The Suburbs” comes on the radio it is basically a few of my favorite slices of heaven colliding.
We are hosting a small, private, off the record event in mid-Nov with panelists who lead investment teams at some of the best, large crossover & sovereign funds — we have about 10 spots left. If you’d like to go, find a way to get in touch w/ @ianhathaway_ or @aashaysanghvi_
 
is travel to Dubai included or do we pay our own way?
 
Ah, this is much more of a lo-fi budget operation, but there may be Pabst cans there.
 
Can I fly on Hunter Air?
 
Share his NetJets account
Most interesting DMs from yesterday dunk contest: 1/ National TV media inquiry 2/ Folks encouraging me to keep tweeting (never a thought I wouldn't) 3/ Someone mentioned this wasn't as bad as putting peas in guacamole
Poll: If I’m 30 miles north of San Diego & need to get to downtown LA, what’s the best route?
RT @amyzengo: @semil Pause my friend. You, Lebron and Trump blew up twitter quite enough for the last 24 hours.
Paying attention to your customers is *really* important.
Trying to think of a really controversial tweet....
RT @shafkababs: I think most people on this post fail to realize “fundraising” and actually taking on investment are not the same thing.…
RT @buggeroaf: @semil Your post is a corollary to @msuster's advice which is "Always be raising" thats not for everyone but for a VC-backed…
RT @ganeumann: @semil @justinlabel 😇 Truth is, I think you’re wrong and I was going to refute you with an example from my portfolio. Exce…
RT @stevecheney: When shit gets weird on Twitter, blog... (I am the referenced who recommended @semil write this) Good post. More like th…
RT @Saul_Lieberman: @ganeumann Independent of content, it’s important for an investor to tweet something every 12-24 hours, to “check in w/…
RT @ganeumann: Independent of investor interest, it’s important for a startup to sell something every 12-24 months, to “check in w/ the mar…
[quick post] Checking In With Investors And Rorschach Tests: http://haystack.vc/2019/10/16/checking-in-with-the-market-and-rorschach-tests/ (I didn't intend for yesterday's tweet to generate such strong reactions. It's fascinating to read/hear this sentiment. Thank you for reading my thoughts!)
 
 
 
 
 
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