I had the pleasure of being joined by my good friend Kevin Ryan. He’s often been called the “Godfather of NYC tech.” Kevin is one of the leading internet entrepreneurs and investors in New York. He is a co-founder of MongoDB, Business Insider, Gilt Groupe, Zola, and Nomad Health, and founds new companies with AlleyCorp every year. Earlier in his career, Kevin helped to grow DoubleClick first as President and then as CEO, leading their growth from a 20-person startup to a publicly traded global leader with over 1,500 employees, through IPO in 1998 and acquisition by Google in 2007. Kevin is als ..read more

It had been over a year since we did the last Ask Me Anything (AMA) so the time had come. As requested by the audience, my son François joined us for the first part of the show. He was his usual epic self: calm, poised, and playing along cutely. His presence clearly played a part in the success of the episode which was one of the most watched ever across all the platforms and was by far the most interactive episode ever with 137 live comments in addition to dozens of questions submitted ahead of time! The audience’s questions fell into 5 categories: Antarctica, Marketplaces, Startups, Macro, a ..read more

This week, I had the pleasure of chatting with my gook friend Oskar Hartmann. He’s had the most incredible unicorn experience: He was part of 10% of all German unicorns Made a $300M mistake on Ozon Managed to make money on Fab.com despite it going from $1.5B in value to $0 in 6 months Why selling at the point of maximum secondary liquidity is probably a bad time to sell Much more ..read more

This week we are covering the state of the Indian tech ecosystem. We are joined by Luke Skertich, senior associate at FJ Labs, who is leading the charge with our Indian investments. In this episode, we cover: The history of India’s tech ecosystem and the recent explosion in unicorns Why we are short term pessimistic, but medium and long term super bullish Why we are focusing on Picks and Shovels, Financial Infrastructure, and B2B Marketplaces ..read more

In this episode, we cover: Niraj’s path to creating Spinny, including creating two much less successful startups right out of college The differences between the US & Indian car markets Spinny’s unique solution to the market considering the specifics of the market Spinny’s ambitions on a go forward basis The impact, if any, of the massive global multiple compression in comps like Carvana and Cazoo The state of Indian tech market ..read more

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These days every meeting seems to start with a conversation on market conditions. In the next episode, I am sharing my perspective on what has been happening in the public, crypto, and private markets, and what it means for investors and founders ..read more

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