$1 trillion in equity: How Carta is set to unlock the private markets
A few of our thoughts on the incoming changes to equity, and its importance for entrepreneurship.
A selection of our musings on company building and data science.
Essays
Fast Money / Slow Money in VC during a financial crisis
Today we are sharing additional research on the impact historical downturns have had on VC behavior. The report — originally shared within our investment team then sent to all our partners and founders — is included within.
Some perspectives on startup financing in a downturn
This email was originally shared within our investment team then sent to all our partners and founders. Given the rapidly evolving situation facing many entrepreneurs,…
A Quantitative Approach to Seed Investors
When investors underwrite seed-stage companies, the new company’s team and product, and even market, might have not yet materialized. Even with so much uncertainty, investors still develop confidence, but how?
A Quantitative Approach to Product Market Fit
A overview on the basics behind how we quantify product-market fit at Tribe Capital. These are the underpinnings of our underwriting framework.
How to Transform and Build a People Platform
To the casual spectator, Facebook is having a terrible year. Besieged by privacy scandals, the company was torn into by Congress, the press, and the…
Units of Time are the New Currency
Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting business.
The Hive is the New Network
Facebook, Twitter and Instagram all started life as revolutionary networks that brought existing real-world relationships online. Today, they are aging utilities, powering an outdated version of the social internet.
Innovating at Scale: The Companies That Don’t Let Size Slow Them Down
Nothing lasts forever – not even unicorns. But some unicorns live long lives.
The Three Phases of Consumer Products
First you want it. Then you need it. Then everybody can’t live without it – like a utility.