DWP in Indy!
I flew into Indianapolis last night to get ready to go to the Kinetic Event that is powered by Elevate Ventures. I love getting traveling to different parts of the country to meet new people. It is something that I had taken for granted until the pandemic. One vertical I see here that is really […]
See Ya Carlsbad- Back to Phoenix!
After three glorious months in our summer home in Carlsbad, I am returning to the sweltering hot desert with my oldest daughter Sophia, our golden retriever Charlie, and of course, Pretty Bird (my wife’s childhood cockatiel that won’t die.) We had great memories this summer, including 1-1 time with Sophia in Legoland (yesterday), long walks […]
DWP Asks a Question to the"All In Besties"
It is super cool that I had the opportunity to go to the All in Summit this year. During an “ask me anything” session I wanted to hear their thoughts on investing in SaaS products in 2022. How does an investor think about investing in early stage companies when large SaaS 1.0 platforms had already […]
Later Phoenix! Hello San Diego!
Last Friday, we drove from the 116-degree Phoenix heat to the excellent steady 71-degree San Diego weather. We bought our summer home in Carlsbad right when the pandemic broke out. I thought I was buying at the top of the cycle then but shrugged it off, knowing I would spend years enjoying the house with […]
Another Reminder on My Fragile Ego
I have recently felt great about my outlook on my firm and my own personal awareness. I have been super open-minded on different ideas, strategies, and themes. All was good in the world until someone pissed in my cheerios. What happened? Well, my ego got hurt. In short, this is what happened- the details don’t […]
Takeaways from Power Law (The History of Venture Capital)
I just finished Power Law by Sebastian Mallaby, the complete story of venture capital. The book reaches back to the days of Arthur Rock and the liberation of the “Tretarious Eight,” who left their safe jobs at Shockley to start Fairchild Semiconductor. The book was very informative to me as it gave me the history […]
I'm Going "All-In" in Miami!
This week is my Superbowl! I am attending the All-In Summit. An event in connection with the top-rated “All-In Podcast.” It is a weekly purple discussion of politics, policy, technology, markets, and economics. I listen to this show religiously as it is incredibly relevant. Last night was the opening party that included dinner, cocktails, and […]
DWP Did Dallas…and Saw Tons of Money
One word on my Dallas trip. Wow. I have never seen such a social presence of money in one area. This area is called Old Parkland. It was formed by the Crow family, one of the biggest real-estate holders in the US. The campus was a former hospital, but it honestly looks like a Jeffersonian […]
Market Woes and Art Buying
Not that anyone would notice, but I took a week off my blog as I was in Maui on a family vacation. It was not a super relaxing vacation as we took all three kids. But, despite it being a tad hectic, it was great to connect with my wife and kids and be disconnected […]
What the Hell is Going on Connectors!?
Is it me, or are the startup connectors – I.e., lawyers, tech bankers, and contractual CFO- not knowing what is going on in their respective markets. I have been showing lists of startups that have received funding in their backyards to get connected. These connectors will always say they know every deal in their geography, […]
