The evolution of apps: from reactive to pre-emptive

Last week I wrote about how the next wave of enterprise apps will stand out in two ways: they’ll be smart and make experiences as effortless as possible for the end user. As machine learning and predictive modelling become more of a mainstream reality, apps will shift from being reactive “sense and respond” to more […]

The next wave of enterprise apps: Effortless and smart

We’ve all talked about the consumerization of enterprise apps for several years. Yet while it’s been a popular trend, there still aren’t many enterprise apps out there that can rival the user experience of the best consumer ones. Most enterprise apps are still plagued with clunky, form-driven interfaces; require too much data entry from the […]

Our (refocused) investment thesis

Over the years, we have invested in almost every category out there: from ad tech and content, to gaming, hardware, marketplaces, e-commerce, and SaaS. We’re constantly revisiting the types of businesses we should be investing in and refining our investment thesis driven by three key questions: Which markets/business types do we understand the best? Where can […]

The rise of the vertical reputation graph

When’s the last time you sent out or requested a CV? Chances are it was quite awhile ago. In today’s reputation economy, we evaluate one another based on what people have done and how we’re connected. What you’ve built is becoming more important than where you’ve worked and the school you attended. If you’re a […]

Moving from the niche to the masses

If you’re building a software/social/ecommerce startup, then at one point or another, you have been advised to start in a niche market and expand into the masses. This is solid advice: when your product is focused on a slice of the market, it’s much easier to customize your solution for the specific needs of those […]