This graph says it all…
This graph says it all…
Snowflakes in the sky
Snowflakes in the public eye
Valuations of the roof
Warren Buffet entering in the tech loop
Interesting stories of people becoming billionaires
He launched recently Tech Deciphered Show – a great podcast about tech and VC (unbiased opinion… really! I listen to a bunch of podcasts and this one competes neck to neck with the best of them!) – with Bertrand Schmitt, an entrepreneur with a great story and track record, that I had the pleasure to also e-meet recently.
I’ve listened to most of the episodes they’ve done so far.
I truly recommend to any entrepreneur or investor that should listen carefully to the two episodes that analyses the impact of covid19 in the world.
The full transcript is also here and is a good reading alternative:
One of the best articles I’ve read in a long while…
Great concept that makes us all think that we should be looking at our reality in a different manner!
“I don’t care, I don’t care, so call me crazy. We can live in a world that we design.” — from the Greatest Showman
Marc Andreessen’s call to arms — It’s Time to Build is a powerful manifesto for a more ambitious future. If you haven’t read it already, you should.
Marc closes his post by asking what ideas people have for building breakthroughs. I can’t think of a better voice to pose this question since he catapulted us into the Internet age two and a half decades ago when he built the first web browser and server.
But we also need tools for how to do this.
I would like to share the best method I have found: Backcasting.
The future is not like the weather. It doesn’t just happen. People make the future. It’s not a destiny or hope; it’s a decision.
Steve Jobs didn’t “discover” a market need for smartphones or tablets: He designed the category and taught us how to think about it.
Elon Musk did the same with electric cars and commercial space travel.
So, how do legendary people make the future? How can you be a legendary builder of a breakthrough idea? That’s where Backcasting comes in.
READ HERE THE REST OF MIKE MAPLES JR.‘s ARTICLE
Live, Learn, Iterate, Share, Collaborate, Research, Recommend, Discuss, Think, Act.
Recently, we had an interesting discussion at Bright Pixel about our willingness to share more and give back to our community.
We have been dwelling about the fact that we have constant and regular access to interesting information related to tech investments, namely to some privileged and/or highly relevant content that could benefit a wider audience. We also have specialised knowledge and a growing experience related to early stage tech investments that are trying to scale in several geographies and explore different market opportunities.
So, we decided to launch a monthly newsletter, where we will share with you things that caught our attention, stuff that we have learnt, ideas for you to explore and research about.
We hope this newsletter can be useful for investors like us, entrepreneurs that are exploring their own projects, people in love with tech, innovators and curious minds. This is the first edition of many, we hope. Please send us feedback and help us improve. This is from us, with bright intentions, to you, the bright minds that will change the world.
Top Early Stage Investors – a family business?
Rocket Internet is a well known story, led by Oliver Samwer and his two brothers, Alexander and Marc.
When we started Bright Pixel based on a venture builder studio model, we looked at several players with similar approaches, namely the aggressive and highly criticized strategy, followed by Rocket Internet, that was known for extensively applying copycatting techniques in its portfolio companies, inspired by successful and proven formulas of companies in other geographies. At the time, we did not like that type of approach and built our startup studio with a different DNA.
Nevertheless, if you fast forward 4 years, clearly it looks like their aggressive approach has paid off. Now, they have reached a considerable size in terms of portfolio and assets under management, under now the umbrella of GFC. Oliver is also co-author of the entrepreneur’s handbook “America’s most successful startups”, that gathered several fans and haters (e.g. professor Jürgen Seitz identified 4 things Silicon Valley can learn from this investor)
To be a copycatter, or not to be?
Bright Pixel is reaching its fourth year of existence as an early stage tech investor focused on emerging tech opportunities. We have now 15 portfolio investments and we are always discussing how we can be a better investor, differentiate ourselves from the pack and add extra value to the entrepreneurs that we work with. That’s why we frequently look at what other more established players are doing in the market.
Dealroom is one of the many great sources of truth about the startup world. They have recently launched a European VC 2020 ranking that ranks all the players, based on quantitative and transparent criteria. As the European VC space has been steadily growing and maturing in the last years, Dealroom has improved their rankings, distinguishing the Top Seed VC investors from Top Series A Investors.
Global Founders Capital, tightly linked to the german based incubator Rocket Internet, leads the Top Seed VC ranking. They now have a 220+ portfolio with 36 deals in 2019, 7 potential unicorns and 8 realized unicorns, closely followed by LocalGlobe and Seedcamp in the second and third spot
We’re a family too
We actually respect more and see higher value in the approach followed by another family of VCs, based out of the UK, that currently are in the second and third spot of the Top Seed VC ranking. Localglobe was founded by Robin Klein, considered by many as a pioneer of Europe’s venture scene, and his son, Saul, that later also founded Seedcamp with Reshma Sohoni.
In 2015, Robin Klein shared his vision on what were the biggest mistakes startups should avoid making – something worthwhile reading! – and you can also listen to him talking about LocalGlobe’s approach when evaluating early stage startups, how he sees the european ecosystem and the next wave of disruption in the world.
At Seedcamp, where we have a well-represented Portuguese batch within their startup portfolio, it is interesting to understand and hear Sohoni talk about their vision of how Seedcamp can help their companies rise from difficult times to household names in the market. They also shared a great deal of information about essentials for startups
Powered with love… in what we do!
Benedict Evans’ great trends analysis – if you have something that you really should read to put your brain thinking about the future, is this excellent report – mobile & smartphone disruption is reaching its peak and its end in the typical S curve rollercoaster ride… What happens when everyone is online? What will be the next big thing in our lives?
Product Focus for tech companies in San Francisco
we decided at Bright Pixel to ask 20 people to try and guess what 2020 will be all about…
I was one of the lucky “bastards” to write about the trends that we will looking for in 2020…
My two cents below…