From the Investors
Thorsten Claus of New World Capital details how his ‘VC Watchlist’ of 57 VCs helps him evaluate and understand investing trends and valuations in “Why I Am Not Worried About Round Sizes and Valuations“
Jerry Neumann of Neu Venture Capital calls the 1980s the ‘missing piece of the [venture capital] puzzle’ and the answer to VC going forward in “Heat Death: Venture Capital in the 1980s“
Semil Shah of Haystack Fund identifies players in the VC market that he believes may make it harder for microVC funds to succeed in “Challenges Facing the MicroVC Model“
Tomasz Tunguz of Redpoint Ventures provides three B2C2B models for founders to reference when developing their go-to-market plans in “The Sales Motions of B2C2B Companies“
Paul Graham of Y Combinator recommends that ‘[founders] should only talk to corp dev if their startup is doing really well or really badly in “Don’t Talk to Corp Dev“
Benedict Evans of Andreessen Horowitz compares leading messaging applications and wonders if the next phase of messaging will be an ‘aggregation layer’ in “WhatsApp Sails Past SMS, But Where Does Messaging Go Next?”
From the Operators
Software Consultant Charlie Guo shares the lesson he learned during his ‘unsuccessful’ journey through Y Combinator in “How I Crashed and Burned in Y Combinator“
Serial Entrepreneur Elad Gil explains the differences between three types of platform companies and their products in “The 3 Types of ‘Platform’ Companies“
Jay Goldberg of D2D Advisory gives an overview of the taxonomies of the Internet of Things, concluding that ‘most of [IoT’s potential] has yet to emerge’ in “The Internet of Things Now Belongs to the Product Managers”