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@semil

Semil · 160,533 followers

Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP

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If 2010 decade was about rise of new/seed VC funds - Felicis, Initialized, Costanoa, Uncork, Freestyle, etc. (too many to list, don't @ me!) - then this forthcoming decade may be about LPs backing individuals w/ huge funds who compete directly w/ traditional VC firms @ A/B stage.↗

On my mind re: scooters: -near-immediate product-market fit -basically no entry barrier -founders most anywhere can spin up their local version right now -BUT, solving big last-mile pain point, lots of $ & consumer interaction, relatively quick payback period↗