As UGC evolves from video-driven experiences to voice, what tools are needed? One of my favorite themes to invest in over the last 15 years has been Vertical User Generated Content. In a world before ubiquitous wifi, streaming video, or creator tools, text-based user generated content emerged as the top…

Last week, the LA Times highlighted the ways distance learning exacerbates educational equity issues and shortchanges those from low-income families. It’s clear we must do better. But this divide doesn’t just impact education. I believe the challenges stemming from poor computers, and broken cell phone connections, pose a threat in…

A key principle I’ve picked up from Jim Breyer over the years is to “invest in confusion.” Massive confusion in growing markets represents an enormous arbitrage opportunity. Confusion in this context can refer to a newly available technology, or to changes in the economics of supply, production and/or distribution of…

For founders and investors, get timing on your side A key question you hear in many investing conversations — but not enough!-is “why now?” …