Sand Hill Road

Sand Hill Road

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By Sand Hill Road
A place to talk about startups, venture capital and tech. For a full download, double-click on sandhillroad.io
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How open-source software is eating software with Joseph Jacks from OSS Capital
In this episode, Erasmus Elsner is talking to Joseph Jacks, founder and general partner at OSS Capital, the first and only VC fund exclusively dedicated to supporting commercial open-source software founders.  We discuss the definition of commercial open-source software (COSS) companies and how open-source software is eating software.
1:03:31
June 14, 2019
The direct-to-consumer (DTC) playbook vs. the Amazon model: lessons from Harry's $1.37m exit
This episode is about the tidal wave of startups which have been termed the direct-to-consumer (DTC) or digitally native vertical brands (DNVB). It's this fleet of niche brands, which are delivering products to consumers primarily online and outside of traditional bricks-and-mortar retail channels. It's the Warby Parkers, the Caspers and the Allbirds of this world. In this episode I'm introducing their business model and compare it to the more traditional Amazon-style online shop model. It's a long episode with lots of examples from the startup journey of firms like: Dollar Shave Club, Warby Parker, Away, Harry's, Allbirds, Casper, Wish, Brandless, Jet.com and Fab.
40:41
May 18, 2019
Fundraising when you're building in the dark, lessons from JFrog's co-founder Ben Haim
I listened to this great session with Jason Calacanis and Ben Haim, co-founder of JFrog, over the weekend. In this episode, I'm sharing what I think we can learn from it in terms of (i) building products before there's a market for it and (ii) the difficult fundraising journey that comes with it.
16:40
May 13, 2019
No more ‘boring bonehead questions’: How Marc Andreessen is trying to save Silicon Valley from the bean counters
Tech builders don't like bean counters that's why Silicon Valley has fallen out of love with the public markets over the past decades. In the week of Uber's disappointing IPO, we have seen two of Marc Andreessen's "projects" take the next step in transforming market allocation of tech stocks:  Carta raising $300m at a $1.7bn valuation to build the "world's largest marketplace for private companies" and  Eric Ries' Long-Term Stock Exchange (LTSE) getting approval by the SEC to become the 14th regulated stock exchange in the U.S. I reflect on what this could mean to the way in which we finance innovation in Silicon Valley.
16:21
May 12, 2019
Uber prices and starts flirting with PayPal, Slack files without slack
Uber has finally set its IPO price at $84bn and revealed a $500m investment from PayPal and at the same time Slack has dropped its S-1 for a direct listing
11:15
April 27, 2019
Ex-Kleiner Perkins GP Mary Meeker raises $1.25bn Bond fund (which actually is a VC fund)
Mary Meeker, the long-term Kleiner Perkins GP seems to have managed to obtain capital commitments for $1.25bn for her new fund called Bond.
03:54
April 25, 2019
A quick peek inside of Robinhood's revenue model
In this episode I'm discussing the revenue model of Robinhood, the famous fintech unicorn, popular with the millenial demographic. It appears that Robinhood is routing a substantial part of its trades to high frequency traders like Citadel and Virtu.
06:18
April 20, 2019
Pop, pop, pop, the Zoom and Pinterest IPO price pop
This was a crazy day in tech IPO land: Zoom was up 81% in the first day of trading and Pinterest up 25%. Zoom clearly stold the Pinterest show again, with a valuation of c. 16x it's last private valuation.
06:02
April 18, 2019
Rise of the unicorn acqui-financing rounds
In this episode I talk about the new phenomenon where late-stage Series D+ unicorn startups are joining traditonal VC rounds in Series A or B companies in the same vertical
06:07
April 18, 2019
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