Jack Morrison
1.7K posts

Jack Morrison
@jackmorrison
Robot Revolution Instigator, Co-Founder of @ScytheRobotics
Boulder, CO Entrou em Ekim 2008
786 Seguindo422 Seguidores
Jack Morrison retweetou

@cursor_ai heads up your RSS and Atom feeds for your blog are broken
English


@vikasreddy There are a good number out there — happy to make some introductions!
English

@almostcmb The fact most folks around VC don't know Starbucks was a huge VC winner and are surprised by Blue Bottle/Philz/Luckin is amusing
English

I hear this concept discussed frequently. But it's more perception (and maybe some suave product marketing) than reality
If you really study the history of the asset class, right alongside semiconductor investments are endless stories of pitches from coffee shops (Starbucks), book stores (Borders), and ex-hedge fund employees pitching "everything stores" out of Seattle with a focus on logistics automation and online distribution. You barely get 10 pages into eBoys about Benchmark's history before you hear about all of these
Many of the best returning investments of all time are consumer businesses, which by definition need to be legible, understandable ideas right from the start in order to grow
It is selective memory to perceive venture as an asset class as being uniquely focused on hard tech. While that is the OG origin story, and its important it continues to be a meaningful component, it is far from it's primary identity if you take an intellectually honest view of things
Will Manidis@WillManidis
venture capital went from weirdos at the fringes of society investing in semiconductors to harvard educated spreadsheet jockeys doing occult excel macros to value brick and mortar private equity rollups at software multiples because the deck said "ai" 25 times.
English

@bscholl @celinehalioua @snowmaker Love this and 100% agree. When you've got to demonstrate demand years ahead of delivering, you have to figure out how to showcase the excitement of your future paying customers to investors & employees alike in increasing ways over time.
English

Boom is low-key famous for pre-orders and LOIs. The most common question I get from founders is: how did we do this? So I wrote up what I've learned and why I think pre-orders are critical for hard-tech.
Thanks to @celinehalioua and @snowmaker for reviewing drafts of this post.
Blake Scholl 🛫@bscholl
English

@johncoogan First Substack in print, now TBPN on the pod — NYT promoting all its best competition for free 🏆
English








