Investments
Team
Letters
Thinking
Contact
Investments
Team
Letters
Thinking
Contact
Thinking
Financial Nihilism and What Comes Next
Geoff Lewis
Youtube
The Rise of Consumer SaaS
Eric Stromberg
Sub Club Podcast
Mega Tech Platforms Tend To Be The Most Profitable
Geoff Lewis
cnbc.com
20VC: The Rippling Memo
Geoff Lewis
20VC Podcast
Hidden Moats in Consumer Subscription
Eric Stromberg
Screenshot Essay
Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis
Geoff Lewis
CNBC Squawk Box
I’ll be there in May. Super excited and Kia Ora to all✌️ @EHFNewZealand https://t.co/lbHYVEHH89
Geoff Lewis
·
Jan 27 2023
@AlexKolicich Indeed!
Geoff Lewis
·
Jan 27 2023
Some cities – like some people – just have an innate ability to bounce back after a prolongued period of sheer hell. On that note, the energy in SF is totally electric.
Geoff Lewis
·
Jan 27 2023
Nostalgia is a highly dangerous thing to chase.
Eric Stromberg
·
Jan 26 2023
Build a good business. This isn't math class and the ARR multiples won't save you.
Eric Stromberg
·
Jan 26 2023
Aggressively anchoring off of today's ARR multiples to make decisions is a different version of the same problem from 2021.
Eric Stromberg
·
Jan 26 2023
Abnormally good outcomes require the occasional abnormality.
Geoff Lewis
·
Jan 26 2023
@MrGoldBro Indeed.
Geoff Lewis
·
Jan 25 2023
@NickFSimmons The underlying validity of the belief (as processed by the respective believer).
Geoff Lewis
·
Jan 25 2023
Entrepreneurs: cherish your organization’s true believers. The value of true belief — in something real — will indeed increase exponentially as the world increasingly becomes filled with doubters, detractors, skeptics, and saboteurs.
Geoff Lewis
·
Jan 25 2023
20VC: The Rippling Memo
Geoff Lewis
20VC Podcast
Mega Tech Platforms Tend To Be The Most Profitable
Geoff Lewis
cnbc.com
Financial Nihilism and What Comes Next
Geoff Lewis
Youtube
Living a Good Life with Geoff Lewis
Geoff Lewis
youtube.com
Thursday Threads: Beyond the Fed
Spencer Peterson
Twitter
The Rise of Consumer SaaS
Eric Stromberg
Sub Club Podcast
20VC: The Difference Between Principles and Rules When Building a Firm or Company
Geoff Lewis
20VC Podcast
Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis
Geoff Lewis
CNBC Squawk Box
Hidden Moats in Consumer Subscription
Eric Stromberg
Screenshot Essay
The Great Unwinding
Geoff Lewis
Temp Check
What the USD/EUR flippening means for entrepreneurs
Geoff, Spencer, Ben
Temp Check
What Makes a ‘Narrative Violation’?
Geoff Lewis
The New York Times
There are no facts, only interpretations
Geoff, Eric, Spencer
Temp Check
On hyperlinear growth rates in entrepreneurs vs. companies
Geoff and Eric
Temp Check
The best companies are multi product companies
Geoff and Eric
Temp Check
The Lifecycle of Internet Distribution Channels
Eric Stromberg
Screenshot Essay
What is a Vibe Capitalist? Bedrock's Geoff Lewis on investing, crypto, defense & AI
Geoff Lewis
Youtube
eBay Should Have Captured the Shopify Opportunity
Eric Stromberg
Screenshot Essay
Never get over your skis
Geoff Lewis
Temp Check
Duolingo, Bumble, and the Rise of Consumer SaaS
Eric Stromberg
Screenshot Essay
The New World We Live In
Geoff Lewis
Pomp Podcast
Stripe, Shopify, and Indexing to your Customers’ Revenue Growth
Eric Stromberg
Screenshot Essay
Entrepreneurs = power plants
Geoff Lewis
Temp Check
Three Years. Three Funds. $1 Billion of Narrative Violations
Eric Stromberg
Screenshot Essay
Noble Lies and Narrative Violations
Geoff Lewis
Paradox Podcast
Failure porn
Geoff Lewis
The Washington Post
Coinbase, Plaid, Duke University and Latent Talent Networks
Eric Stromberg
Screenshot Essay
Brain fog
Geoff Lewis
Temp Check
TikTok, Instagram, and the Quadrant of Deep Understanding
Eric Stromberg
Screenshot Essay
Vertical Fintechs are 21st Century Bank Branches
Eric Stromberg
Screenshot Essay
Forbidden Courses
Geoff Lewis
UATX
Twilio, Plaid, and Invisible Innovation
Eric Stromberg
Screenshot Essay
There's no such thing as ESG without defense technology
Geoff Lewis
Temp Check
Is Peloton the Roku of Fitness, the Netflix of Fitness, or Neither?
Eric Stromberg
Screenshot Essay
Vibe capital, the power of narrative violations, and winning in today's market
Geoff Lewis
Venture Unlocked Podcast
Homebase Raises $71M and Launches Payroll and Pay Advance Products
Eric Stromberg
Screenshot Essay
Choosing to not do something
Geoff Lewis
Temp Check
Shopify, Toast, Brex, and the rise of Vertical Fintech
Eric Stromberg
Screenshot Essay
Roku, Netflix, and the Relationship Between Hardware and Content
Eric Stromberg
Screenshot Essay
Think Different
Geoff Lewis
Below the Line Podcast
Rinsed Raises $12M Series A from Bedrock and Founders Fund
Eric Stromberg
Screenshot Essay
Check Raises $44 million from Stripe, Bedrock, Thrive, Index and others
Eric Stromberg
Screenshot Essay
Back to basics
Geoff Lewis
Temp Check
How to Tell if You Have Product/Market Fit
Eric Stromberg
Screenshot Essay
How meme stocks and Fed policy could impact Robinhood’s IPO
Geoff Lewis
CNBC Squawk Box
Epic, Media Companies, and the App Store as a Dumb Pipe
Eric Stromberg
Screenshot Essay