There’s an easier way to understand valuation beyond the traditional, “Well, what are we worth at this stage/traction?” Here’s how:
Category Archives: Insights
Autonomous Vehicles, Part I: Why Aren’t They Dominating the Roads?
Why haven’t autonomous vehicles proliferated our roads with robo-taxis and made car ownership all but unnecessary?
AI: What It Can and Cannot Do
Artificial Intelligence (AI) startups are some of the most susceptible to hype and magical thinking. As a result, the reality of what modern AI can actually achieve becomes convoluted.
Battery Innovation, Part I: The Current State of Things
It’s tempting to assume that we’ve overcome most of the technological challenges in battery innovation and that lithium-ion is the clear winner.
After all, batteries are going to be commoditized just as solar PV panels were, right? Surely the remaining value capture will fall on software solutions that build off of and use existing battery systems.
While this assumption can be packaged and wrapped up with a nice little bow, it only tells one piece of a much larger story. The true solution is multi-faceted and takes a handful of very real challenges into account.
The Economics of Fund Ownership: Ignoring Ownership and Enabling LP Co-Investment
Being a method-driven VC, we’re not playing Russian Roulette. We’re counting cards in the game of 21.
even if the signals tell us that they must be great companies or suggest we have to overpay because they are “hot”).
Digital Health: The Next Frontier
Healthcare has been slow to embrace technology, but now digital transformation in health care is accelerating. The increased demand on the healthcare system triggered many healthcare organizations to make changes to their delivery systems. Hospitals and clinics used telemedicine and remote patient monitoring services to provide meaningful solutions and supplement some healthcare delivery and services deficiencies.
Alternative Sources of Protein, Part 2: The Solutions
Climate change plays a central role in diminishing resources and agricultural outputs. In parallel, the demand for animal-based foods is undeniably on the rise. The question, therefore, is how do we increase the limited supplies of animal-based proteins or their equivalents?
COVID accelerated automation labor trends
It’s an undeniable fact that the pandemic has changed a lot about everyday life. The real question now, however, is how lasting will some of these changes be?
Remote Patient Monitoring (RPM): A transient hype or a fundamental change in healthcare services?
Remote Patient Monitoring (RPM), the monitoring of patients outside a traditional clinical setting, has received an influx of capital over the past few years. The space saw a growth spike in 2020, courtesy of the pandemic.
Is this a transient hype, or did the pandemic catalyze a shift to remote healthcare services for good? Here, we’ll take a closer look at some primary driving forces for RPM adoption, and point out what we believe to be the most exciting opportunities.
Alternative Sources of Protein, Part 1: A Look at What’s Driving the Demand
Life on earth would not be possible without the constant cycling of several key elements. In particular, proteins, – which are among other things, essential for human brain and muscle development – cannot be made without nitrogen. In fact, there is no possibility that we can produce food without nitrogen. As we continue to experienceContinue reading “Alternative Sources of Protein, Part 1: A Look at What’s Driving the Demand”