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Investments
Team
Letters
Thinking
Contact

Thinking

Financial Nihilism and What Comes Next

Geoff Lewis
Financial Nihilism and What Comes Next
Youtube

The Rise of Consumer SaaS

Eric Stromberg
The Rise of Consumer SaaS
Sub Club Podcast

Mega Tech Platforms Tend To Be The Most Profitable

Geoff Lewis
Mega Tech Platforms Tend To Be The Most Profitable
cnbc.com

20VC: The Rippling Memo

Geoff Lewis
20VC: The Rippling Memo
20VC Podcast

Hidden Moats in Consumer Subscription

Eric Stromberg
Hidden Moats in Consumer Subscription
Screenshot Essay

Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis

Geoff Lewis
Uber founder Travis Kalanick has ‘just begun,’ says VC investor 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
20VC: The Rippling Memo

Mega Tech Platforms Tend To Be The Most Profitable

Geoff Lewis
cnbc.com
Mega Tech Platforms Tend To Be The Most Profitable

Financial Nihilism and What Comes Next

Geoff Lewis
Youtube
Financial Nihilism and What Comes Next

Living a Good Life with Geoff Lewis

Geoff Lewis
youtube.com
Living a Good Life with Geoff Lewis

Thursday Threads: Beyond the Fed

Spencer Peterson
Twitter
Thursday Threads: Beyond the Fed

The Rise of Consumer SaaS

Eric Stromberg
Sub Club Podcast
The Rise of Consumer SaaS

20VC: The Difference Between Principles and Rules When Building a Firm or Company

Geoff Lewis
20VC Podcast
20VC: The Difference Between Principles and Rules When Building a Firm or Company

Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis

Geoff Lewis
CNBC Squawk Box
Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis

Hidden Moats in Consumer Subscription

Eric Stromberg
Screenshot Essay
Hidden Moats in Consumer Subscription

The Great Unwinding

Geoff Lewis
Temp Check
The Great Unwinding

What the USD/EUR flippening means for entrepreneurs

Geoff, Spencer, Ben
Temp Check
What the USD/EUR flippening means for entrepreneurs

What Makes a ‘Narrative Violation’?

Geoff Lewis
The New York Times
What Makes a ‘Narrative Violation’?

There are no facts, only interpretations

Geoff, Eric, Spencer
Temp Check
There are no facts, only interpretations

On hyperlinear growth rates in entrepreneurs vs. companies

Geoff and Eric
Temp Check
On hyperlinear growth rates in entrepreneurs vs. companies

The best companies are multi product companies

Geoff and Eric
Temp Check
The best companies are multi product companies

The Lifecycle of Internet Distribution Channels

Eric Stromberg
Screenshot Essay
The Lifecycle of Internet Distribution Channels

What is a Vibe Capitalist? Bedrock's Geoff Lewis on investing, crypto, defense & AI

Geoff Lewis
Youtube
What is a Vibe Capitalist? Bedrock's Geoff Lewis on investing, crypto, defense & AI

eBay Should Have Captured the Shopify Opportunity

Eric Stromberg
Screenshot Essay
eBay Should Have Captured the Shopify Opportunity

Never get over your skis

Geoff Lewis
Temp Check
Never get over your skis

Duolingo, Bumble, and the Rise of Consumer SaaS

Eric Stromberg
Screenshot Essay
Duolingo, Bumble, and the Rise of Consumer SaaS

The New World We Live In

Geoff Lewis
Pomp Podcast
The New World We Live In

Stripe, Shopify, and Indexing to your Customers’ Revenue Growth

Eric Stromberg
Screenshot Essay
Stripe, Shopify, and Indexing to your Customers’ Revenue Growth

Entrepreneurs = power plants

Geoff Lewis
Temp Check
Entrepreneurs = power plants

Three Years. Three Funds. $1 Billion of Narrative Violations

Eric Stromberg
Screenshot Essay
Three Years. Three Funds. $1 Billion of Narrative Violations

Noble Lies and Narrative Violations

Geoff Lewis
Paradox Podcast
Noble Lies and Narrative Violations

Failure porn

Geoff Lewis
The Washington Post
Failure porn

Coinbase, Plaid, Duke University and Latent Talent Networks

Eric Stromberg
Screenshot Essay
Coinbase, Plaid, Duke University and Latent Talent Networks

Brain fog

Geoff Lewis
Temp Check
Brain fog

TikTok, Instagram, and the Quadrant of Deep Understanding

Eric Stromberg
Screenshot Essay
TikTok, Instagram, and the Quadrant of Deep Understanding

Vertical Fintechs are 21st Century Bank Branches

Eric Stromberg
Screenshot Essay
Vertical Fintechs are 21st Century Bank Branches

Forbidden Courses

Geoff Lewis
UATX
Forbidden Courses

Twilio, Plaid, and Invisible Innovation

Eric Stromberg
Screenshot Essay
Twilio, Plaid, and Invisible Innovation

There's no such thing as ESG without defense technology

Geoff Lewis
Temp Check
There's no such thing as ESG without defense technology

Is Peloton the Roku of Fitness, the Netflix of Fitness, or Neither?

Eric Stromberg
Screenshot Essay
Is Peloton the Roku of Fitness, the Netflix of Fitness, or Neither?

Vibe capital, the power of narrative violations, and winning in today's market

Geoff Lewis
Venture Unlocked Podcast
Vibe capital, the power of narrative violations, and winning in today's market

Homebase Raises $71M and Launches Payroll and Pay Advance Products

Eric Stromberg
Screenshot Essay
Homebase Raises $71M and Launches Payroll and Pay Advance Products

Choosing to not do something

Geoff Lewis
Temp Check
Choosing to not do something

Shopify, Toast, Brex, and the rise of Vertical Fintech

Eric Stromberg
Screenshot Essay
Shopify, Toast, Brex, and the rise of Vertical Fintech

Roku, Netflix, and the Relationship Between Hardware and Content

Eric Stromberg
Screenshot Essay
Roku, Netflix, and the Relationship Between Hardware and Content

Think Different

Geoff Lewis
Below the Line Podcast
Think Different

Rinsed Raises $12M Series A from Bedrock and Founders Fund

Eric Stromberg
Screenshot Essay
Rinsed Raises $12M Series A from Bedrock and Founders Fund

Check Raises $44 million from Stripe, Bedrock, Thrive, Index and others

Eric Stromberg
Screenshot Essay
Check Raises $44 million from Stripe, Bedrock, Thrive, Index and others

Back to basics

Geoff Lewis
Temp Check
Back to basics

How to Tell if You Have Product/Market Fit

Eric Stromberg
Screenshot Essay
How to Tell if You Have Product/Market Fit

How meme stocks and Fed policy could impact Robinhood’s IPO

Geoff Lewis
CNBC Squawk Box
How meme stocks and Fed policy could impact Robinhood’s IPO

Epic, Media Companies, and the App Store as a Dumb Pipe

Eric Stromberg
Screenshot Essay
Epic, Media Companies, and the App Store as a Dumb Pipe
The Bedrock B in a square

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