'Stay humble (yet have confidence)- if you’re humble, you're more likely to be curious and constantly want to learn from someone else. I’m from Seattle- no one thinks it’s the center of the world.'
Microsoft Brad Smith
Excellent advice at NJEDATech AI Conference

“AI will change the world. Who will change AI?”
Princeton University NJEDATech AI For All

“Being an incumbent is much more complicated than it looks like from the outside- how do we trust that you will be around” tommy Empire Startups Fintech Conference
Such an important point for startups to address head on

Attending 2 conferences and a demo day this week and just had to download 3 separate apps... this is awful

Super cool list!
The big question (as it is for all consumer startups) will be acquisition and retention

Ah! That Demo Day energy

What’s changed from the ZIRP period is investors went from caring about Growth, Growth and Growth to caring about Growth, Burn and Margins.
Ultimately we invest in small companies that we hope will become big companies so you need to scale, but it has to be sustainable.

Met with one of our pre-seed founders- he was talking about how they’re finding PMF and how excited he is. Then he stopped and said “yeah- I can see in your eyes you know what it feels like”- this is exactly why we’re building Red Bike Capital

I'll give credit to L'Oréal Paris USA practiced this when I was working for them in 2001. It was terrifying since I was at the bottom of seniority but I learned a ton...

Love when a founder takes notes as we give them feedback to make sure they address all the points we're raising.

I never fully understood this as a founder . Not to discourage you but…

💯 most my fun, rewarding, proudest achievement is having 2 awesome kids.

Think it’s important to bring not-new parents into the conversation. There is so much perspective as your child grows into a whole person and your life progresses after you have a baby…

When I ask “how does it work?” please be ready with a clear answer- meeting with so many AI-powered sass companies where there is nothing proprietary…. 😔

What metrics do consumer investors want to see? Spot-on metrics data Beauty Independent XRC Ventures

In the AI era, consumer companies are getting traction more quickly than ever.

But what about the elephant in the room - retention?

Our benchmarks a16z from meeting hundreds of companies 👇

Was an early adopter of influencer marketing BUT influencers + financial advice was always a problematic mix...

M1 Finance FinRA Fine Highlights Regulators’ Move to Tighten Grip on ‘Finfluencers’ - pymnts.com/news/regulatio…

I have a theory that as valuations have come down you are going to see the concentration of investment go back to the coasts (SF, LA, NY, Boston), the capital that was opportunistically exploring “the rest” will flow back as valuations reset
Peter Walker any recent data?

'tis the YC season of 2 technical founders, launched 2 weeks ago, have $100K ARR and the market is huge $35B+++ => if you commit today we're at $40M post, but if you wait until next week it will be $50M ...

In honor of #WomensHistoryMonth , we’re highlighting 10 emerging VC fund managers who are making waves and are on a path toward making a big impact. Learn more about this incredible list of investors⤵️

ventureforward.org/women-in-vc202…