Kurt Ramirez

@JonBruner I didn’t know I cared about this until now. Super interesting - thank you!

What’s inside Apple’s $129 Thunderbolt cable? We CT scanned one to find out, and compared it to some cheaper cables… 🧵

@ConnorLoveCA @seisler1 @lightspeedvp Otherwise there seem to be a lot of grey areas. For example, a lot of ESG startups don’t seem to fit in a category cleanly, same with construction tech or home/commercial services.

@ConnorLoveCA @seisler1 @lightspeedvp I like the broad definition you provide, but I might improve the categories by thinking about where each company plugs into the lifecycle of an asset, and whether the startup is creating a new capability or replacing an existing capability in a higher-margin way.

@anuatluru This is something that we see in a meaningful way in the PropTech world. I expect there are going to be a lot of smaller, profitable, scrappy companies that grow in and across built-world industries that look like what you describe.

Sharing my expanded thesis on the Silicon Valley Small Business 🌉 I talk more about the emerging startup archetype, the tailwinds, potential paths & how the funding ecosystem fits in! every.to/p/rise-of-the-…

@GlobeStcom It's still happening. PropTech companies that hired aggressively for growth or are more reliant on transactions are all re-adjusting (even at the earliest stages).

Big Tech Is in Big-Layoff Mode, but Proptech Might Not Be and Here's Why ift.tt/4p2hVtw

We’re excited to share our annual #PropTech Trends! 2022 was a humbling year that brought many trials and tribulations, but we remain bullish about PropTech’s impact and future. Please get in touch if you'd like to discuss! bit.ly/3wbaCSb #RealEstate #FinTech #InsurTech

@RyanDanz Curious - and bit of a general question - do you believe "tech-enabled property managers" are better than traditional mom-and-pops? (i.e. do you think they're going to deliver a better experience, increased profitability, etc. for what you pay?)

The value in a dedicated 3rd party manager isnt always in the obvious in moment work but rather when things are quiet; theyre moving chess pieces around the board preparing intelligently to maximize for the next season, onsite & online Grateful; so I can focus on my primary gig

Thought for the day: I own both a STR in Lake Tahoe and a STR management co. & yet I can still go an entire month (or more) with no bookings & some of the brightest people & best software systems in the entire marketplace working daily on my listings performance. So what?

@naywilliams @stevemagness If I read 'Grit', should I still read this? Looking for a new rec!

Currently #reading and highly recommend for parents, for athletes, founders, etc. @stevemagness

@prestonpesek @bhargreaves I expect a related impact of all of this is that funds that were raised in '20 and '21 are going to stretch their investment periods. It'll be interesting to see the vintage performance of those funds vs those that were raised and deployed super aggressively in 20 and 21

@bhargreaves to make matters worse, more traditional types of securities and investments are going to offer higher yields, putting pressure on VC to outperform even higher baseline standards for competition of capital.

If the VC funding market seems slow now, wait until 2024-26. We're still riding off a historically good 2021 and 1H 2022 for venture fundraising, but the winds are shifting... (1/n)

@NWischoff This is the correct answer 👆

Have asked at least 20 firms how they think about portfolio construction for a $50M fund and got completely different answers from every single one (% reserves, check size, ownership targets, etc). There are no rules.

Been having great experience so far w/ @officebybranch. Easy order, great service, free scheduled shipping w/ fully assembled items... 👍

Congrats to Nine Four Ventures’ portfolio company @StayAlfred for being named one of five finalists for the annual Next Tech Titan Award given by @geekwire for the most promising startup in the Pacific Northwest! geekwire.com/2019/geekwire-… #NextTechTitan #gwawards

@ElieFinegold @antonyslumbers Likewise. I’m writing a bit on this for a blog post in the near future. Some of this - not necessarily the arb between VC and RE investors - led to our thesis on Stay Alfred

@antonyslumbers Curious to get your perspective @antonyslumbers , I could be waaay off base here

Is Sonder the New Airbnb? “We think of ourselves as the Marriott of the 21st century.” Guess the answer is no. Asset-/service-light #PropTech models are having growing pains, while fundamental quality service offerings thrive. The more things change... commercialobserver.com/2019/03/startu…

@ElieFinegold @drorpoleg @WhyHotel @Sonder @Convene @StayAlfred!

@drorpoleg @WhyHotel Agreed completely - tech-enabled operational and hospitality excellence that drives great customer experiences, de-risks a portion of cash flows for owners, and generates a halo-effect of value to the rest of the asset. @whyhotel @sonder @Convene all come to mind - who else?

The $4T Market growing at 10% CAGR untouched by Software - Brilliant construction tech manifesto by @impcapital & @JakeD_Harris. Appreciate the shoutout & link to my previous piece, too! :) @obviousvc @socialimpactcapital/the-4t-market-growing-at-a-10-cagr-virtually-untouched-by-software-c402fc88544c" target="_blank" rel="nofollow noopener">medium.com/@socialimpactc…

Like you I have a million email newsletters. There is only one that gives me joy & challenges me & educates me every single time. I love reading @stratechery by @benthompson [disclosure: not an investor, have no economic incentive ... just an admirer] stratechery.com/about/

We are pleased to confirm that we have completed our first round of funding of $182.5 million medium.com/bakkt-blog/fir…

@elonmusk @TechCrunch @elonmusk- we're all rooting for you! Would love the chance to talk innovation together... you're always welcome in my office.

“The Story of Q3 2018” short letter recapping ⁦@NewStoryCharity⁩’s Q3 results, momentum, and growing our team: newstorycharity.org/careers medium.com/newstory/the-s…

The tax bill created over 8,000 tax-advantaged “opportunity zones” from parts of New York and Los Angeles to rural areas and Puerto Rico. wsj.com/articles/real-… via @WSJ