Insight

Every now and then a very smart guy who I have known a very long time calls me up with a crazy new idea they are working on. I love these calls and am humbled when they call me first. This happened a couple weeks ago when my longtime friend (and former Microsoft colleague) Peter … Continue reading Investing in IfUIWill →

As an angel investor you invested in a company very early. They do well, you pat yourself on the back. Now they are raising more money. Fork meet road. To follow on or not to follow on, that is the question. I have heard a lot of Angel investors say "I never do bridge rounds" … Continue reading How I think about Follow On Investments →

VR/XR has created amazing fantasy worlds for individuals and gaming. I am not a gamer. I live in the real world and have lots of things to do in the here and now. I have often daydreamed about a killer VR/XR enterprise app (yea I know, nerd alert) that could help me connect with people … Continue reading Investing in Morpheus XR →

I don't invest in many consumer hardware companies. Every now and then I spend a lot of time with a CEO who is amazing, their product is damn good (I use it myself) and they growing so damn fast that I write the check. That happened with the Oura Ring ($143M funding) and I am … Continue reading Investing in Sensate →

I have looking for a way to invest in social commerce for a couple of years. A friend was an early investor in Mesho which recently became a Unicorn. He told me one of Meesho category leads had identified a huge underserved market with a superior business model and had started a company. BizzTM is … Continue reading Investing in BizzTM →

Goodable.TV: Where good things happen. AKA Headspace for News. Goodable.TV is a pre-seed technology company building an AI-powered application to deliver positive and inspiring news stories. The News Sucks. 90% of the news is driven by fear and negativity and > 40% of people currently suffer from anxiety and depression. While many wring their hands, … Continue reading Investing in Goodable.TV →

Why we Invested in Unlu Unlu: Celebrity driven full stack learning and engagement platform. Unlu is the leading celebrity-driven learning platform in India for the creator economy. By combining celebrity-created classes, community engagement, live events, and career opportunities, Unlu is delivering a full-stack solution to aspiring creators. The celebrity leverage has enabled amazing traction with … Continue reading Investing in Unlu →

In my startup investment portfolio, I have found a strong positive correlation between CEOS that regularly communicate with investors and company performance. As a CEO myself when I felt "too busy" to provide regular updates it was usually a sign of avoidance and focusing on the wrong things. The #1 job of an early-stage startup … Continue reading Minimalist CEO update for investors →

Investment Thesis It seems like everyone wants to "invest in AI" these days. Nearly every pitch deck I see these days have "AI" in the deck somewhere. "AI" has been the "next big thing" for decades and in the last couple of years has jumped the shark in investor interest. To develop an investment thesis … Continue reading Investing in OtherSide.AI →

Why we Invested in Fluent Fluent: Language immersion everywhere for everyone. Learning a language, especially later in life, is hard and incredibly time-consuming. Immersion is the best strategy (I moved to Germany to learn German) but not practical much of the time. This is where Fluent comes in. Fluent imbeds language learning into your daily … Continue reading Investing in Fluent →