Just Say No To TAM Analysis
Making the shift from angel investing to fund investing
The Importance of Getting the Sequencing Right
From time to time, we will publicly discuss our investments and investment rationale. HorizonVC recently invested in the seed round of Float, which is…
I applied for a job at Google in the fall of 2003. 6 months later, a recruiter reached out and invited me in for an interview. I didn't get the job. Why…
Many years ago, there was a short period where I made my two worst startup investments. I don’t define “worst” based on the outcomes (which were poor…
I think a lot of life is explained by the Streetlight Effect. A policeman sees a drunk man searching for something under a streetlight and asks what the…
The average of great startups is not a great startup
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seeking disruption