Private Equity
All strategy is a function of situation. Situation varies not only as a function of the individual company and market, but also of time. Remember that classic Silicon Valley strategy books were written in a different time and thus had some implicit assumptions built into them. For example, * That you’
Leadership
I'm always looking for better ways to distill strategy. My favorite strategy author is Richard Rumelt, who wrote Good Strategy, Bad Strategy and the more recent but less acclaimed follow-on, The Crux. I love Rumelt's work for two reasons: * He takes a wrecking ball to
Entrepreneurship
I've realized that one of things I do for (or should I say, to) early-stage startups is detect whether they have a real or a faux focus (pronounced fo-focus) -- the latter being a focus that appears to be real at first, but is in fact fake.
Growth
Just a quick follow-up post to share the video from the recent Balderton event I did on opening new markets as the key to durable, efficient growth. I previously shared the slides here. Now, thanks to the marketing team at Balderton, I've been able to embed a
Growth
Just a quick post to highlight a Balderton Capital webinar I'm doing this week on Wednesday, March 20th at 8:00 AM Pacific, 3:00 PM UK, and 4:00 PM CET. The registration link is here. Since I've heard of a few problems with it,
Metrics
Come to my SaaStr Annual presentation on The Strategic Use and Abuse of SaaS Metrics.
Predictions
Complete version, see note [1] for details. Yikes, I'm a few weeks later than usual and now slipping into February, so let’s jump right into our ninth annual predictions post before it's too late to publish. A quick reminder that I do these for fun
HR
Just a quick post to highlight my recent appearance on the AI and the Future of Work podcast hosted by my friend Dan Turchin. I joined Dan to discuss my work-in-process 2023 predictions post (which I really need to get finished in the next week). We start out
Management
Here are the slides from the Balderton Capital webinar I did today with Michael Lavner, entitled How to Emerge Stronger from the Downturn than You Went In. We discuss: * The importance of how founders/CEOs frame challenges to the organization. * What we mean by "stronger." * Focus, how to
Management
I'm writing this post to promote an upcoming webinar entitled How To Emerge From The Downturn Stronger Than You Went In. The webinar will be held on Tuesday, January 24th and is hosted by Balderton Capital, where I work as an EIR. The webinar will start at 3:
Marketing
If you live in the country and see someone out walking a smaller dog, once in a while it will be dressed like this: That's called a coyote vest and it's pet body armor designed to prevent Bruiser from being taken by a coyote and/or
Boards
I’ve been CEO of two startups and on the board of about ten. That means I’ve presented a lot of operating plans to boards. It also means I've had a lot of operating plans presented to me. Frankly, most of the time, I don’t love