Exciting to watch Inspired Capital company Teamshares ⛷ go int’l. The generational transition of SMBs is not just a U.S. phenomenon.

Nice headshot Kevin Rikio Shiiba!

bloomberg.com/news/articles/…

Also worth noting: technology is not software, hardware, or code. It is applied science for practical utility. The wheel was technology; writing was technology. Today, many — maybe most — digital products are the opposite of technology.

3 br apartment with 4 roommates in LES --> solo studio in Williamsburg --> married with a dog in Cobble Hill

Looking past all the noise, there are really only two types of venture investing:

1. You invest in companies you believe to be category creators. Ostensibly n-of-1 businesses that would be the 'first logo' in any market map an intern pulled together as the years progressed.

2.…

Great clip from the legendary Alan Patricof about how Sheer Health is helping individuals pre and post visit on CNBC this am

This is the 'why you shouldn't invest' slide in seed stage pitch decks. Unbelievably effective sometimes (at least with me)

Scrolled past this last night, got me thinking a lot. Especially in context of company building. There's an essay to be written about the diff btwn blind/prideful ambition, focused ambition, and how to balance drive to do special things w/ day-to-day reasonability/contentedness

Common attributes of all founding teams I've come to love working with:

1. At least mildly disagreeable.
2. Unequivocally *not* seeking validation and/or self-actualization via funding partners.
3. Domain expertise (concept of white-boarding co ideas seems ludicrous to them)

One interesting thing about AI products achieving scale ~10x quicker than SaaS is that it collapses every aspect of tech/capital cycles by the same measure

As a result, below observations are just as relevant to seed investors as they are to public investors

Fun situation

SaaS friends in Austin - Paragon is hosting a Happy Hour in downtown Austin tomorrow night at 4-6pm with Flatfile!

If you're around, would love if you can join us for a drink! 🍻

You can RSVP here: lu.ma/st4w5tgp

A simple statement I now think is true: it's easier and more affordable for newcos to reach feature parity with horizontal SaaS incumbents than ever before

Many other factors come into play, but this alone should be sufficiently exciting to prevent the 'SaaS is dead' narrative

Everyone fantasizes about building a Paypal / Anduril / Stripe mafia and thinks the hardest problem is in recruiting the best engineers, designers, sales and other functions

But it is easier recognizing the best people in these fields than it is to keep them around at your…

“How many times do I have to tell you this, Travvy? You can’t just show a GMV chart. You are asking people for $15m, you need to show net revenue!”

The follow through rate on a “let’s get a beer soon” exchange between two friends in NYC is 0.2%

Today, we're announcing the launch of Paragraph, a scripting language for developers to build integrations on Paragon, and the first major step toward our vision of the next phase of iPaaS - Integration as Code.

useparagon.com/blog/introduci…

Because we're at the end of a capital cycle and beginning of an innovation cycle, easy problems (in the context of venture-backed company efforts) have mostly been solved. Yes, the ZIRP era left us with lingering cultural issues which we'll have to manage. But that extended time…

Congrats to Inspired Capital teams Habi and Teamshares ⛷ on some well deserved recognition.
fastcompany.com/most-innovativ…