Announcing our investment in Manifold
We are very happy to announce our investment in Manifold, the easiest way to find and manage essential developer services. Manifold’s value proposition is to give developers a better way to find and manage all the various cloud services that can help them build and scale their applications. Today, you don’t need racks of servers […]
Some of our favorite investment themes right now: AI and machine learning
At Version One, we take a thematic approach to investing and are very focused on start-ups with strong network effects, like marketplaces and social platforms. This year, we’ve been writing about the power of Artificial Intelligence and Machine Learning, and the potential for strong data network effects to emerge with these companies – particularly when start-ups […]
Is AWS the next computing platform?
Chris Dixon wrote a great post discussing what’s next in the computing industry. Historically, there’s been a major new tech cycle every 10 to 15 years that brings along a new era of computing: we saw this with personal computers in the 80s, the Internet in the 90s, and now with the smartphone era. If […]
Selling to the enterprise: “Sell to few” vs. “sell to many”?
A key investment thesis here at Version One is that we like to invest in companies that “sell to many” over companies that “sell to few.” This preference isn’t necessarily due to market size, but rather the structure of the market: are there only a few dozen customers that might buy your product or are […]