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Where We Are Investing in 2024

This is the time of year where investors talk about what they are focused on. And in light of the rapid emergence of generative AI, I’m hearing more and more people asking about whether our focus has changed.

The TLDR is that we are focusing on exactly the same t...

Rob Go
Jan 24, 2024 · 5  min

Where We Are Investing in 2024

This is the time of year where investors talk about what they are focused on. And in light of the rapid emergence of generative AI, I’m hearing more and more people asking about whether our focus has changed.

The TLDR is that we are focusing on exactly the same t...

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Pandemic, Boom, War, Correction. So Now What for Tech?
What Does Your Startup Mean to You?
Investing in the Care Economy
State of VC 2.0
10 Reflections After 10 Years of NextView
Is the Future of Healthcare a Telehealth Company for Every Condition?
Thoughts on Repeat Founders
Reflecting On Parenthood & Entrepreneurship
Mercenaries, Missionaries, and Crusaders
Keeping A List, Maybe Two
Choosing a VC Is Like a Marriage. But Pitching VC's is NOT Like Dating
Why Do Consumer IPOs and B2B IPOs Get Treated Differently?
The End of Syndication
Why I Don't Bet on a Pivot
Coachability is Overrated
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Traction Creates Opportunity
How Covid-19 Has Impacted VC Portfolios
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The Shift from FOMO to FOLD in Early Stage Investing
20/20/20 - Harley Earl: Design Icon, Seer of Our Autonomous Vehicle Future
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Being A Pro
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Denouement
Pre-Seed Rounds Aren’t Going Away, But Pre-Seed Funds Are
Thoughts on Organic Deal Flow
Some Thoughts on Ownership
“Peace of Mind” Businesses
Chewy S-1: Category Leadership + Conveyor Belt Into Consumers' Homes
The Road Less Traveled: Non-Standard Early Stage Funding Paths
Sharp Elbows Among Seed VCs
Back to The Future: Power of SMS-Native
Two Hires That Early Stage Companies Usually Wait Too Long To Make
Going Beyond the “Founder Show”
Lyft S-1: Kicking Off the Decacorn Bonanza of 2019
After Organic - The Next Multi-Decade Food Megatrend
What I’ve Learned in the Last 5 Years as a VC that I Didn’t Appreciate in the First 5

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Where We Are Investing in 2024
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Where We Are Investing in 2024
Products, Problems, and People What’s always made us unusual as a firm is that we don’t have the typical answer to the question of “focus”. 90%+ [...]