My idle thoughts on tech startups

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Our Investment in The Outline

“Sometimes, there’s a man, well, he’s the man for his time and place. He fits right in there. And that’s the Dude…”  – The Stranger, The Big Lebowski Today we announced our investment in The Outline, a new digital media company founded by CEO Josh Topolsky.  The company plans to launch publicly later this year, but […]


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Self-Driving Vehicles: The Future Always Takes Longer to Arrive (Part 1)

Preface: As a consumer, I am excited by the prospect of autonomous vehicles and the individual and collective benefits they can provide.  As an investor, I am also bullish about the innovation wave already in its early innings around mobility and autonomy.  But a realistic understanding of the potential timeline for autonomous vehicle adoption is vital […]


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What If Self-Driving Cars Actually Increase Car Ownership?

Conventional wisdom is that when self-driving autonomous passenger cars arrive, they’re likely to decrease individual ownership of cars. If there’s a liquid supply of cars that can operate autonomously, one needn’t own a car… you could simply summon one on-demand from a fleet run by [Uber, Google, Apple, Ford, etc] and pay per use or subscription or […]


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Seduced By Growth, But Terminal Scale Still Matters

We’re off to a fresh start here at the beginning of 2016. Looking back at 2015, the standout theme in the VC/startup ecosystem was unicorn hunting. We started the year enraptured by the “Age of Unicorns” with this cover of Fortune in January 2015: But by the time we ended 2015, the headlines like “The Dangers […]


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Square IPO: Is Square A Good Payments Business?

Square filed its S-1 several weeks ago and is now in the middle of its IPO road show process. There’s been ample coverage in the popular press of course highlighting everything from the company’s revenue growth, lack of profitability, and the well-publicized fact that founder/CEO Jack Dorsey is also CEO of Twitter so would theoretically be running two public […]


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Hardware, IoT, and the Long Arc of the Internet

We’re preparing to make our third investment with a hardware component here at NextView.  This company will remain in stealth mode for at least a little while and it isn’t my place to divulge their plans, but we’re very excited about the founding team, market opportunity, and syndicate we will be part of. We very nearly missed the […]


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Playing Startup

I’ve observed what may be an emerging trend, at least in some startups, that I find somewhat unsettling.  It has an impact at an individual level, a company level, and an ecosystem level.  This is not an easy topic to discuss without coming off like a jerk or a crusty old dude, so I wanted […]


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Starting a New “Walkabout”

Some VCs describe themselves as “thematic” or “thesis-driven” investors.  These folks typically hone in on an industry sector or type of company, immerse themselves in the subject, meet as many similar companies as possible, and then invest in some. Other VCs can be described as “opportunistic” which sounds like they have no particular strategy or […]


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Our Investment in Konekt: Picks & Shovels for the IoT Gold Rush

Today Konekt announced their $1.3M seed round.  We were pleased to lead this round along with a great group of other co-investors.  And I’m excited to collaborate with co-founders Ben Forgan and Patrick Wilbur as they build their IoT connectivity platform. Konekt is creating a turnkey platform for makers of internet connected devices to integrate cellular […]


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Why Entrepreneur Advisors Matter

As the holiday season is behind us and 2015 is firmly underway, we wanted to take a moment to both announce and celebrate the collection of top entrepreneurs who have agreed to return as our Entrepreneur Advisors. These individuals have all graciously agreed​ to continue their prior commitments to NextView-backed startups and entrepreneurs. We’re excited […]


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