A perpetually evolving doc of the advice I've received or inherited about the business of VC.
“Some say software is eating the world, I would say that: BPF is eating software”
Thoma Bravo acquired Proofpoint for $12B+ in 2021. - Permira acquired Mimecast for $5B+ in 2022. Thoma Bravo acquired LogRhythm in 2018.
A perennial document attempting to capture the history of cybersecurity. PRs welcome!
A perennial document attempting to capture the history of developer tools acquisitions. PRs welcome!
A perennial document attempting to capture the history of developer tool business models. PRs welcome!
A perennial document attempting to capture the history of developer tools. PRs welcome!
Every (public!) developer tool usage/revenue metric I've come across + sources.
A perennial document attempting to capture the history of gaming acquisitions. PRs welcome!
A collection of the best resources, primers and tutorials that I've come across about our mechnical counterparts.
A perennial document attempting to capture the history of security business models. PRs welcome!
QWERTY keyboard. - IPOS Dockerfiles Defense prime cost-plus pricing.
A perpetually evolving doc of the resources I've received or collected about building a venture firm.
\>> The Kimchi Premium - \>> Susquehanna / Tim Reynolds on the advent of ETFs. \>> Uncovered Interest Arb \>> Triangular Arb \>> Pachinko Arb.
\>> [2023-01-02] Modern DWH-backed notebooks meet spreadsheet interfaces.