Topic / investing

On Markets, TAMs, and Agency

The benefits of market sizing analysis, how they're overrated, and the remembering the power of agency.

Stealth Objections

You might think you're good to go, with a happy customer or investor. But beware of objections masquerading as acceptance.

TAM for Seed Stage is Overrated

Early stage companies have the unique ability to gin up their own addressable markets.

Lines Not Dots

Mark Suster on pattern recognition and patience in investing.

A Brief History of Construction Startups

Brian Potter of Construction Physics breaks down construction startup funding by category.

Weekend Reading: Robotic Bricklaying, Medici and Thiel, and Airtable, Roblox of the Enterprise

Why we don't have robotic masons, on Medici, Thiel, and modern patronage, and Airtable as the enterprise metaverse.

Weekend Reading: Koestler on Awareness, 21st Century Alchemy, and the Gini Coefficient

Arthur Koestler on the public's inability to notice the horrors of the Holocaust, Alex Crompton on generating companies, and Vitalik on the Gini Coefficient's misapplication in crypto.

Bessemer Investment Memos

Investment committee memos from Bessemer's portfolio.

Building in World 2.0

Daniel Gross discusses things that change in a post-covid world.

Weekend Reading: The Anti Portfolio, Downlink 2, and nucoll

Tracking missed investments, Downlink for satellite imagery, and nucoll Twitter network analysis tool.

Weekend Reading: Enemies of Writing, Wealth, and the Superhuman Inbox

George Packer on writing, wealth, and Superhuman as a nexus for productivity services.

Every Great Investment Hurts

Entrepreneurs, Then and Now

Conversation with a16z's founder.s

Counterintuitive Competitive Advantages

Morgan Housel with some examples of things that appear to be competitive advantages that can quickly turn into disadvantages.

Luck, Risk, and Avoiding Losers

The latest episode of Shane Parrish's Knowledge Project podcast, an interview with investor Howard Marks.

How Investors Think About Ideas

A good overview from YC’s Kevin Hale on how to break down startup ideas.

Weekend Reading: AV-Human Interaction, iPad Pro, and Buying Out Investors

“Ford's self-driving car efforts, Buffer buying out investors, and thoughts on the new iPad Pro.”