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Mattermark Daily – Monday, August 4th

Mattermark announces four new industry tags for filtering through our database of private companies. Industries evolve, and so should our search feature: “Find the Hottest Drones, Internet of Things, Pharmaceuticals and Health IT Companies” with your Mattermark Pro account.

From the Investors

Benedict Evans of Andreessen Horowitz reaches the limit to bundling mobile apps and describes the survival of online portals in China in “App Unbundling, Search and Discovery

Bruce Booth of Atlas Venture analyzes the 66 biotech companies that have gone public since July 2013 in “VC-Backed Biotech IPOs: Valuations And Virtuous Cycles

Hunter Walk of Homebrew views the seed round as a time to build relationships, not just raise money, in “Don’t Send a Banker to Do a Founder’s Job: Seed Fundraising Can’t Be Outsourced

Tomasz Tunguz of Redpoint Ventures observes startup M&A valuations climbing in tandem with the stock market in “What The Public Markets Trends Say About The Fundraising And M&A Environment Startups

Scott Sansovich of Cue Ball Capital judo flips the pitch deck and uses the competition as a launching pad in “The Other Team: How to Talk About the Competition in a Pitch

Mark Suster of Upfront Ventures reflects on a lesson learned the hard way in “Know When Conceding on a Point is Better Than Being Right

Jeffrey Carter of West Loop Ventures does more due-diligence as an angel investor on the founder than on the idea in “Do You Bet on Teams, Or Ideas?

Semil Shah of Haystack Fund draws parallels between Y Combinator and the startups it funds in “Think of YC as a Growing Startup

Albert Wenger of Union Square Ventures calls out Marc Andreessen, forecasts job obsolescence, in “It is OK to Worry about Work (& Doesn’t Make You a Luddite or Socialist)

Tren Griffin of Microsoft shares “A Dozen Things I’ve Learned from Ann Winblad

Sean Jacobsohn of Emergence Capital creates a quiz for cloud startup founders in “How to Find Out if Your Cloud Startup Has Product-Market Fit

Steven Sinofsky of Andreessen Horowitz looks at mobile opportunities in Africa and the “Hotspot 2.0” in “Going Where the Money Isn’t: Wi-Fi for South African Townships

Chris Dixon of Andreessen Horowitz deconstructs companies’ embrace of technology in “Three Levels of Enthusiasm for Technology

From the Operators

Mathilde Collin of Frontapp calls for women to talk about their experiences as female founders in “I’m a Woman CEO and It Doesn’t Change Anything

Aarjav Trivedi of Summon puts down the carrot and the stick to stem a potentially-crushing problem in “How We Nearly Doubled Driver Reliability at Summon

Kate Kendall of CloudPeeps dolls out some advice on email and meeting etiquette in “10 Ways to Win at Professional Time Etiquette

Sarah Jane of Secret issues a mea culpa for a tweet in “My Mistake.

Salim Verani of Leancamp watches your original target market shrink, or shift, as your product-market fit evolves in “The Lean Canvas – Wrong Tool for the Job?

© Mattermark 2024. Sources: Mattermark Research, Crunchbase, AngelList.
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