SemilVerified account

@semil

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

Joined June 2008

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  1. Pinned Tweet
    Jan 1

    My 2 cents on… What happened in 2019: What will happen in 2020: Wishing everyone a very Happy New Year🥂 !!

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  2. Ok, over and out. Thanks for these Q's below in the thread, hope the answers were helpful.

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  3. Quick impromptu fund-raising AMA (for raising an institutional seed fund). I have an hour w/ kids out @ the park and cleaning out email. I have until noon. AMA..... go!

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  4. Retweeted

    We're excited to officially announce Haystack V, a $50M focused on and sized for early-stage seed investments. Along with this, we've updated the landing page - we hope it reflects what’s new and what’s stayed the same with Haystack over all these years.

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  5. 4/ Finally, thank you to all the founders, limited partners, ecosystem friends, and so many folks who I met through Twitter over the last decade that helped Haystack get started, get off the ground, and get into the game. Thank you! /end

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  6. 3/ It was time to re-do the website, so we have what we hope is a simple, light refresh to that contains very basic portfolio and contact information. Check it out.

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  7. 2/ Feel lucky & fortunate to have both and as key parts of the investment team. They are wise beyond their years and learning the craft as I continue to learn the craft. Follow them!

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  8. 1/ Short, little pre-Superbowl tweetstorm announcement... Excited to share has raised Haystack V with $50M in fresh capital to focus on seed-stage* investing. * current definition of "seed-stage" to be debated at an another time ;-)

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  9. Coming into VC w/o investing experience, there were concepts that took me years to appreciate. Took ~4 yrs for "portfolio construction" to sink in; over 6 yrs for me to appreciate what writes on this morning, accumulating shares across rounds:

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  10. Retweeted
    Jan 31

    Why isn’t Silicon Valley more engaged civically? For those that have done well, you don’t see folks engaging in local non-profits (the arts, homelessness, etc) the way people do in NY or LA. And given that we are nothing if not systems designers, can we design a solution? ##

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  11. Retweeted

    I am reading up on the history of commerce and I’m amazed at the historical consistency. Whenever a society became more ideologically authoritarian, economic activity slowed down, wealth concentrated more and its most vulnerable and economically weak were pushed to the margins

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  12. Retweeted
    Jan 31

    This ‘No honking’ ad by Mumbai Police is pure gold 🙏🏻 Honk only if you are ready to wait 😊

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  13. Retweeted
    Jan 31

    THIS is the PETA ad the apparently didn’t want you to see and pressured to snub. It envisions a world where respect is the right of every being and pays homage to Kaepernick and movements rejecting injustice.

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  14. Retweeted

    The growth of coronavirus cases Dec. 31: 27 cases in one country Jan. 13: 43 cases in two countries Jan. 20: 282 cases in four countries Jan. 26: 2,014 cases in 11 countries Jan. 31: 12,000 cases in 24 countries

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  15. Jan 31

    I have watched all the major interviews of players/coaches re: Kobe's sudden passing. There are two people which stood out to me for their piercing words: Shaq's session on NBA on TNT; and both Jerry West interviews. All 3 are brutal to listen to.

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  16. Retweeted
    Jan 31
    Replying to

    Yes & the first one to do it will be A16Z = it is set up as an equivalent of Fidelity/Vanguard w/ individual managers leading a sector specific fund sharing a common platform for IR, fundraising, mktg = the thesis will be "if you want to buy a piece of Silicon Valley, buy A16Z"

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  17. Jan 31

    South China Morning Post: Founders are building AI-driven social apps to help Chinese citizens determine if they were in locations or on specific trains where the coronavirus has been known to have been detected h/t -

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  18. Retweeted
    Jan 31

    Has VC Become So Big It Must Be Disrupted? Wrong question. Right question: Have VC cash flows become sufficiently predictable that they can be efficiently monetized and traded in a public format? There are several conditions to this being true 1/

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  19. Jan 31

    Provocative post by re: whether VC industry has gotten so big, could we see a VC firm this decade follow in footsteps of PE firms and become publicly-traded entities?

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  20. Retweeted

    Josh Kopelman of First Round Capital: we can look at every company we’ve ever funded, and learned that the time from first email/contact to term sheet has shrunk from 90 days in 2004 to just 9 today.

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  21. Retweeted
    Jan 30

    1/ There's a lot of confusion out there about pro rata, which is probably one of the most misunderstood terms in the VC term-sheet. So here's a primer.

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