Oakhall Reading List

By Griff | This is the way we think about stuff at Oakhall

State of AI

Artificial intelligence (AI) is a multidisciplinary field of science whose goal is to create intelligent machines.<p>We believe that AI will be a force …

Artificial Intelligence

Place your bets: fabulous fintech or boring banks? | Financial Times

From Berlin to Bangalore “fintechs” — the trendy financial technology companies that are promising to overhaul every aspect of traditional finance — …

Why Confidence is So Important in Fund Raising

I was recently with an entrepreneur and talking with him about his fund raising process. He was in a later-stage financing round and was talking with …

How Many Investors Should You Talk to in a VC Fund Raise? And How Do You Prioritize?

This is part of a series of advice for founders who need to raise money from venture capitalists. The first in the series is “Lemons Ripen Early,” …

Eventbrite: building a business through acquisitions

Julia Hartz knows that when you buy companies, you buy people. Founders must be kept, employees embraced and customers comforted.<p>So when her event …

Startups

Understanding the Herd Mentality of VCs and How not to Let it Psyche You Out

Whether you’re fund raising from angels, seed investors and VCs — as an industry we succumb to “herd mentality.” There are a few exceptions and …

There are no Shortcuts: Why Showing up In Person is Everything

You had an amazing meeting with an investor. Your product demo crushed. The dialog was great. They told you how much they loved your space. The …

The end is far from nigh for the Faangs era

What do you do if you are a corporate leader and US President Donald Trump is hell-bent on attacking your company?<p>If you’re Jeff Bezos, you talk …

Stock Markets

Stocks bear an unduly heavy burden of expectation | Financial Times

After years of covering quarterly earnings seasons, I am heartily sick of them. The expectations game, as companies talk down their prospects as the …

Markets

Ex-Autonomy finance chief faces arch-critic in US court

The former finance chief of the fallen tech star Autonomy has come face to face with one of the company’s fiercest City critics across a courtroom, as US prosecutors seek to jail him for his alleged role in a massive fraud against Hewlett-Packard.<p>Daud Khan, who as a technology ­analyst at the …

Corruption

Where are We in the SaaS Valuation Cycle?

Recently, people have been asking just where are we in the SaaS valuation cycle. I last updated the chart above more than six months ago. The answer …

SaaS

Giving stock away to staff doesn't absolve share buybacks

Businesses turn to software robots for office work | Financial Times

Software robots have become one of the hottest fads in business automation, as a new wave of AI is poised to sweep through the back-office functions …

Artificial Intelligence

Analyzing Technology Predictions: 20 Years of Gartner Hype Cycles

For the last 20 years, the annual Gartner Hype Cycle has presented its picks for the most important technologies and trends of the year along with …

Beware the trappings of liquidation preference

<b>A reader asks</b>:: I’m the co-founder and CEO of an e-commerce startup, and I’ve been meeting with different VC firms regarding an initial round of funding. I’ve started doing some reading on term sheets and the issues we will need to address and I’m a little confused with some of the VC terminology. …

20130620 Passion Capital Plain English Term Sheet.pdf

How internet giants damage the economy and society | Financial Times

In the first part of our Free Lunch series on the economic challenges of Big Tech on Monday, we listed a number of “ market failures ” — reasons why …

Economics

Corporate governance – Caveat emptor.

Reply to this post <b>HKSE sells out investors.</b> • In a bid not to repeat the ignominious loss of the Alibaba IPO to NYSE, the Hong Kong Stock Exchange is …

VCs and our quest to invest in “home runs”

This chart (taken from a recent post by First Republic’s Samir Kaji, data from leading venture investor Horseley Bridge) shows that to get the 3-5x …

Diligence 101 for Seed Stage Startups

<i>Micah Rosenbloom</i><i>, Partner</i><p>For some entrepreneurs, raising capital is effortless. When you see a company raise tens of millions of dollars, series …

Venture Capital

How do VCs internalize startup risks?

<i>I originally published this post in my weekly-ish newsletter “Drinking from the Firehose.” Sign up to get it in your inbox:</i> …

Apple's New Thing (iPod)

Important Changes in Revenue and Profitability Definitions for SaaS Companies

Starting in January, public software companies will report their financials using ASC 606. Normally, accounting changes are not that interesting, but …

Beginner’s guide to solving problems with Applied AI

<b>Key Takeaways:</b><p>It’s straightforward to spot practical applications of AI use cases<p>There’s three steps: Identify the behaviour, identify the input, and …

The 10 Things I’d Tell My Younger CEO Self to Do Better Next Time

What are the Top 10 things I’d tell myself to do better, if I could go back in time?<p>My top list:<p><b>Slow down big decisions — when you aren’t sure.</b> You …

Marc Andreessen: "Darwin has kicked in"

After more than a decade in London, Danny Fortson returns to Silicon Valley to meet the techies trying to change the world - and make loads of money …

Growth Hacking, 2017 Style: How Slack Did It

Back in 2010, Sean Ellis and Andrew Chen popularized the term “growth hacker” to describe a hybrid coder and marketer who eschewed traditional …

Reading This Won’t Make Your Corporation More Innovative

Corporate innovation and strategy groups waste too much time on analysis and Powerpoint and not enough time actually doing.<p>By Anand Sanwal …

Startups