Categories Posts

Embracing the Incrementality Mentality

We’ve all heard that line about the 10 year “overnight” successes. A friend* recently told me a key metric of his company was growing 4% week-over-week. Actually, he related with some dismay that it was only growing at 4%, and he was looking to build another product to make their Continue Reading

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The $3B+ Exit Tumblr Could Have Had

It’s all over the news, Yahoo! is in talks to acquire Tumblr. The popular blogging platform, which was founded in New York in 2007, has just a few months of cash left and hasn’t successfully monetized their platform fast enough to cover costs. To date investors have put $125M into Continue Reading

Categories Posts

Past Performance is No Guarantee of Future Results

Past performance does not guarantee future results for startups, venture capitalists, accelerator programs, the media, individual founders, or any other part of the startup ecosystem. On the mission to see into the future, there is a tendency to over value the information and lessons of the past. With 20/20 hindsight Continue Reading

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Revenue vs. Value

I get a lot of feedback asking why the monthly startup momentum index doesn’t include revenue as a signal. There are two reasons, and the first is that most startups don’t want to provide that data to outsiders. The second is a bit counterintuitive, but stick with me and I’ll Continue Reading

Categories Startups

Thoughts On YC Interview Prep

Companies currently interviewing for Y Combinator have taken the Internet’s advice to reach out to alumni to practice before they present, but unfortunately we don’t scale very well. I’ve prepped with a dozen teams so far and will probably talk to a dozen more before the weekend ends, but that Continue Reading

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Art Is Hard

My old startup died. I have been working on my new startup. It’s kind of named after this band I love, but not entirely. New name, and we’ve got a long way to go. Art Is Hard Cut it out – your self-inflicted pain is getting too routine the crowds Continue Reading

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Double Tap

Last night I logged into Referly for the first time in a few weeks. I’ve been trying not to do that, because there are still so many things I want to fix and when I see them I just… and I was so in love with it and it’s just… Continue Reading