Tekton Ventures

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Tekton Ventures

Tekton Ventures

@tektonventures

Partnering at inception with forward looking company builders in leading technology hubs worldwide

San Francisco Katılım Aralık 2012
200 Takip Edilen233 Takipçiler
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Semil
Semil@semil·
.@fredwilson on market gyrations: -started in Nov (called by @rabois) -10x rev multiple is baseline for SaaS -pandemic stimulus drove “pay any price” mentality avc.com/2022/01/the-se… (In chats w/ other VCs, all eager to see how private market pricing is or isn’t affected.)
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Terrence Rohan
Terrence Rohan@tmrohan·
For years Venture Capital operated on long-standing customs. Certain funds did certain rounds at established prices. Now, market forces are smashing these norms and a new etiquette is being set. 📸
Terrence Rohan tweet media
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Roelof Botha
Roelof Botha@roelofbotha·
Today is a crucible moment in @sequoia’s journey. The traditional 10-year fund cycle of VC has become obsolete. Enter: The Sequoia Fund. It removes all artificial time horizons on how long we can partner with companies. (1/3) seq.vc/sequoia_fund
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David Sacks
David Sacks@DavidSacks·
New blog post: The SaaS Metrics That Matter Here are the metrics that Craft analyzes for a SaaS investment. Plus we're open-sourcing our internal tool SaaSGrid to help you easily generate them. sacks.substack.com/p/the-saas-met…
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Bill Gurley
Bill Gurley@bgurley·
Important article in @WSJ about Amazon & the lack of alternative supply chain choices. wsj.com/articles/amazo… In China (see below), much more investments in logistics alternatives. USPS, UPS, and FedEx didn't keep up with Amazon. Now there is a rush to build alternatives. (1/2)
Bill Gurley@bgurley

In China, Alibaba and others invested heavily to make sure there were competitive-programable logistic alternatives. The attached picture is borrowed from a @GoldmanSachs research report from a few years back. It will give you a sense of what is missing here.

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Chris Fralic
Chris Fralic@chrisfralic·
@firstround's investments in Roblox, Square and Uber were in the same fund, but their journeys looked very different. Roblox was more of a slow bake—and a reminder of the importance of patience in company building. My partner @joshk made this slide, which captures it well:
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Josh Kopelman
Josh Kopelman@joshk·
My partner @chrisfralic shares the story behind our investment in @Roblox. Key takeaways: 1) Not all companies take the same time to bake (Roblox was valued <$100M for almost nine years) and 2) When Chris (and his son) have conviction on an investment, say yes!
Chris Fralic@chrisfralic

With their Direct Listing on @NYSE, today @Roblox becomes $RBLX Grateful for 13+ years of knowing and partnering with @DavidBaszucki & the team. From how @firstround almost missed out before investing in 2009, to their "slow bake" growth journey, here's some of that story.

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Bill Gurley
Bill Gurley@bgurley·
If you care about fixing the problem of systematic racism and brutality wrt police you must understand the key enabler is the police union. Read all you can. And do all you can to block HR 1154. Read below.
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Larry Cheng
Larry Cheng@larryvc·
Pretty profound that overnight, schools left the campus, work left the office, fitness left the gym, church left the chapel, shopping left the store, healthcare left the doctor’s office, dining left the restaurant, movies left the theater, and groceries left the supermarket...
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Helen Branswell 🇨🇦
Helen Branswell 🇨🇦@HelenBranswell·
1. This is an important study: German researchers looked at how long #Covid19 patients shed "viable virus" — ie how long they may be infectious. They could not isolate virus from the throat swabs/sputum samples of mild patients post day 8. statnews.com/2020/03/09/peo…
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Keşfet

@fredwilson @rabois @sequoia @PartechPartners @pcollombel @WSJ @firstround @joshk