Month: April 2018

Amazon announced a few days ago they will now deliver packages to the trunk of your car. Taking on Uber/Lyft model from the financial perspective as: It shifts the upfront capital expenditure to acquire logistical assets to the existing assets in the whole marketplace (in this case, the everyday cars). VCs has blog a lot … Continue reading Consumer Demand Drives Logistics Opportunity

In honor of Netflix's 20+ Year Anniversary and the fact that my usual early morning coffee read today, 4/23/2018, was awakened by the beauty of yet another inspiring debt financing structure, I decided to write up a quick synopsis about NFLX below broken down into sections [jump to the end for the juiciest financing part … Continue reading Netflix: Dependency of Future Revenue Acquisition on Access to Credit

Studying the patent portfolio and patent pending filings can help present a decent gauge of not just the corporate strategy of corporations (and to some extend, the types of startups that will be build in the future as in an 'efficiency market' or shall I say, knowledgeable market, startups are created to cater to an … Continue reading Future Consumer Purchasing Behavior + Implications of Amzn Patent Filing

Arbitrage between human tendency to see linear relationships and the nonlinear nature of reality. Or say it in another, arbitrage between the linear environment that we evolved in and the nonlinear environment that we’ve created. In layman's term, consume information from a wide range of industries, verticals and sources, even better if you read the … Continue reading Linear Thought Process vs. Nonlinear Reality

When you first start to study a field, it seems like you have to memorize a zillion things. You don't. What you need is to identify the core principles -- generally three to twelve of them -- that govern the field. The million things you thought you had to memorize are simply various combinations of … Continue reading Value of Time

Some potentially interesting shifts going on in US housing markets as a whole, but I think this could be more medium-term given these middleman (the Zillow's becoming buying of homes and Opendoor's of the world) in theory, creates inefficiencies in the actual price discovery, or matching natural market supply and demand, of this asset piece/housing. … Continue reading Liquidity in US RE – OpenDoor

Happy Thursday! Came across this and thought it be a value-add or just a useful learning tool for you all's decision making thought process! Chris Voss: "Never Split the Difference" | Talks at Google Not too bad of an incremental learn for tonight, applicable to both general negotiation and business deals. Some key points I … Continue reading Decision-Making from Voss, ex-FBI Hostage Negotiator

It looks like Chamath is not done with his 'blank-check IPO' play on escape velocity, relative marginal escape velocity and late-stage liquidity for LP and GP. 'Blank-check' IPO essentially consolidates public capital into a private vehicle. Per this latest SEC filings, he is looking to raise $1.0B cash for his vehicle. https://www.sec.gov/Archives/edgar/data/1735980/000173598018000001/xslFormDX01/primary_doc.xml A few investors are pointing … Continue reading Venture/Private Capital Formation

Interesting guidance and change throughout the years. I would look into the thought process of the other prominent, upcoming and even newly established venture capitalists to learn the guidance. USV's three investment theses throughout the past decade: Thesis 1.0 - Applicable layer of the web and focus on network effect as the defensibility/scalability factor; Invest in large … Continue reading USV Investment Thesis 3.0

Bloomberg reported today that Apple is looking to to create its own in-house chips (therefore stripping out their dependence on Intel). There are some interesting shifts in semiconductor industries, which has serves as pretty much the foundational material in our near all-tech oriented life. Looks like Taiwan Semiconductor (TSMC) is will soon have some competition. … Continue reading Custom Designed Chips and Taiwan Semiconductor (TSMC)