What Brian Armstrong understood that Satoshi did notWhile crypto solved a problem in computer science, it didn’t change human nature.Mar 5, 2021A response icon1Mar 5, 2021A response icon1
Published inTeam CRVEasy to Understand, Hard to Do: A Blueprint for Success in Consumer InternetThe best companies are simultaneously very easy to understand and very hard to buildJul 31, 2019Jul 31, 2019
Published inTeam CRVOur investment in Niantic LabsI’m excited to announce CRV’s investment in Niantic’s Series C financing.Jan 16, 2019Jan 16, 2019
Beyond network effects; digging moats in non-networked productsImportant businesses will be built in areas without network effects and there are ways to become extremely valuable without themApr 10, 2018A response icon4Apr 10, 2018A response icon4
Predicting success in startup consumer brandsHow does one know which bands have the highest chance of success?Nov 27, 2017A response icon1Nov 27, 2017A response icon1
Why ‘TAM’ doesn’t matter to meIf you had applied the TAM framework over the past 25 years, you would have passed on most of the best venture investments of all time.Sep 5, 2017A response icon4Sep 5, 2017A response icon4
How innovation under the hood will enable fintech startups to go over-the-topThe next billion dollar fintech startup may not look like a traditional fintech company at all.Jan 15, 2017Jan 15, 2017
The Last Frontier of Consumerizing Travel Lives in the WorkplaceThe time has come for startups to consumerize the $1 trillion global corporate travel market.Nov 7, 2016A response icon1Nov 7, 2016A response icon1
How Android gets to 100% market shareAndroid, and the Google stack more broadly, could take an even greater share and become the platform of choice.May 1, 2016May 1, 2016
The evolving nature of P2P lending marketplacesDespite the excitement, there are many things that are misunderstood about the marketplace lending industry.Jan 24, 2016Jan 24, 2016
