What Is Your Hardware Business Gross Margin?
I’m seeing an endless stream of hardware-related companies these days. In our world, we are focused on software wrapped in plastic, a line I think I first used some time
I’m seeing an endless stream of hardware-related companies these days. In our world, we are focused on software wrapped in plastic, a line I think I first used some time
I have 60 free tickets to the screening of the movie CODE: Debugging the Gender Gap on Thursday May 19, 2016 from 7:00 PM to 9:15 PM during Boulder Startup Week. First come, first served. I’ll be there and look forward to seeing you.
If you are interested in understanding the business implications of blockchain technology, William Mougayar‘s new book – The Business Blockchain: Promise, Practice, and Application of the Next Internet Technology – is a must read. I’ve known William for about five years. I almost invested in his company Engagio (there’s now a different company by that name) but decided not to. However, our friendship developed and he’s been an amazing host anytime I’ve been in Toronto.
I read Bill Walton‘s autobiography Back from the Dead on Saturday after my long run. It was a good one and does a great job of capturing a complicated life filled with super high peaks and extremely low valleys. I was into basketball as a pre-teen. I played forward for a little while but really settled into my role as a guard. I played until junior high school when I stopped playing soccer and basketball and focused entirely on tennis, which lasted until high school when I smashed my last wood racquet on the court. After that, I ran track and cross country and really began my love of long distance running.
In a world of endless signal and noise coming at us from all angles including TV, radio, the web, Facebook, Twitter, Snapchat, blog posts, email, text messages, Slack, and fill in another 50 different sources of stuff, we don’t have a measurement for the sentiment of the noise (and signal) and the toll it takes on our thinking. If you pay attention to finance, you are familiar with the VIX, which is officially the implied volatility of S&P 500 index options. It’s unofficially known as the fear index and is a measure of the market’s expectation of stock market volatility over the next 30 days. For example, here’s the VIX for the past 12 months.
We had the first Reboot VC Bootcamp several weeks ago in Boulder. Based on the feedback and the experience, we’ve already decided to have another one, probably early in 2017. Three of the participants – Steve Schlafman, Rob Go, and Josh Guttman – wrote posts about the bootcamp. Since the content was confidential, each of them is careful about what they say and does a good job personalizing the experience.
Tami Forman, the Executive Director of Path Forward (a new non-profit that I recently joined the board of) just did a powerful five minute presentation on making space for moms in the workforce. I knew that Tami was a great speaker because of my interactions with her at Return Path, but she just totally blew me away with this talk. Making Space For Moms | Tami Forman | DisruptHR Talks from DisruptHR on Vimeo.
Bill Gurley wrote an incredible post yesterday titled On the Road to Recap: Why the unicorn financing market just became dangerous … for all involved. It’s long but worth reading every word slowly. I saw it late last night as it bounced around in my Twitter feed and then read it carefully just before I went to bed so the words would be absorbed into my brain. I read it again this morning when I woke up and I expect I’ll read it at least one more time. I just saw Peter Kafka’s summary of at at Re/code (We read Bill Gurley’s big warning about Silicon Valley’s big money troubles so you don’t have to) and I don’t agree. Go read the original post in its entirety.
Our friends at Revo Physiotheraphy and Black Lab Sports are hosting a book event for Steve Case’s great new book The Third Wave on May 12th. David Brown from Techstars will be introducing Steve. The book is dynamite and Steve is always a super engaging speaker.
Amy and I have started to buy some video art. I’m personally fascinated with the interactive stuff and am starting to learn more about different video artists. Here’s an example of one – Rafael Lozano-Hemmer – that my dad aimed me at. If you have ideas of folks I should look at, can you toss them in the comments? Oh – and I’m also looking for giant sculptures of monsters, like the one I have of the predator in my backyard, which I’ve named The Shrike.