Observations from my trip to India
I just returned from a weeklong trip to India, having spent a few days each in Delhi and Bangalore to meet with local entrepreneurs and investors. Noah Smith recently wrote about why everyone should get excited about India’s prospects. I shared his optimism going into this trip and came back even more bullish about the […]
Why now? Getting to the core of any investment
This marks my tenth January as an investor. A new year always comes with lots of enthusiasm, but there’s a different tone this year. Never before have I been asked by so many founders and fellow VCs alike, “Are you investing right now?” My answer is always “Why not?” Sure, tech pulled back in 2022 […]
Thinking through AI as the next new platform opportunity
Since its launch a few weeks ago, OpenAI’s ChatGPT has captured the imagination of users, entrepreneurs and investors alike. The quality of the chatbot’s content and conversational speaking style have convinced many that AI is finally ready for primetime. Some are even comparing ChatGPT’s launch to the iPhone App Store – a pivotal moment in […]
Q2 2022 portfolio in review
It’s hard to believe we are halfway through another year…and the past three months have certainly been a bit of a rollercoaster. The thing about mission-driven founders, though, is they continue to build even during market uncertainty. When you’ve got a clear point of focus, you keep moving forward despite the surrounding turbulence. As Version […]
Version One turns ten
Today marks the 10-year anniversary of Version One. What started with one small fund ($18m) and a solo general partner has developed into a real fund franchise with two GPs, six funds (four core, two opportunity), over $250m in assets under management, and 80+ investments around the world. We feel endless gratitude for reaching this […]