Recapping Q2 2017: Portfolio News and Activities
We hope everyone had a great Canada Day and/or Fourth of July! It’s hard to believe that another quarter has flown by. Q2 has been busy for Version One and our portfolio companies – here’s a quick recap of select news coverage, funding announcements, and product updates (at least the things we can announce publicly): […]
Please respect outstanding entrepreneurial achievements
Blue Apron went public today. It was not the easiest road for them as they had to cut the originally proposed price range of $15-17 to $10 and closed the first day just around that at $10.01. As one can imagine, the media commentary was not pretty, calling the IPO a disappointment, the stock stale out […]
Winning with Data: More Highlights from the Data-driven Marketplace Meetup
This is the second in a series of posts summarizing our speakers’ insights from the Data-driven Marketplace Meetup on May 16. You can check out our post detailing Bala Ganapathy’s talk on pulling levers to reach supply-demand equilibrium here. Anyone who works with data knows that collecting it is one thing, but then finding meaning […]
In cryptocurrencies, is it winner takes all?
The original thesis for cryptocurrencies was that it would be a winner-takes-all game due to the strong network effects around mining. And Bitcoin’s first few years seemed to prove this thesis true. Its share of the total market cap for cryptocurrencies was as high as 90% and was still holding at 80% at the beginning […]
On-demand marketplaces: How to pull levers to reach Supply-Demand Equilibrium
This is the first in a series of posts summarizing our speakers’ insights from the Data-driven Marketplace Meetup on May 16. Today, we just need to pick up a phone to order groceries or a fully cooked meal, or hire someone to do our laundry or walk the dog. The rise of on-demand service apps […]