1/12 - To the #DeepTech founders struggling to raise from VCs - I find @DARPA’s Heilmeier Catechism is a useful framework for evaluating new opportunities. Start here and add relevant business and market metrics to show us how you think about your tech + business.
After 2 years in SF, I moved home to Colorado. Bought a house with land, got married, adopted 2 dogs, started a family, and am continuing to invest in some of the coolest aerospace, national security, energy, etc. startups out there.
Probably the best part is that my kids get
"For a lot of people, I think the Cluely investment was a real moment...Like, what are we doing?
I didn’t come here to build cheating apps. I didn’t come to build apps to help people under 21 gamble.
These don’t seem amoral to me, they seem actually immoral."
–@growing_daniel
Had a dream last night where I grabbed coffee with a non-CEO employee of one of the startups I was looking at. She advised me to steer well clear of an investment in them and that she was about to jump ship.
Which section of the memo should this go in?
Professional update: very excited to join Industrious Ventures - an early stage fund focused on aerospace, defense, manufacturing, and much more. I've loved working in this ecosystem for the last 7+ years and am excited to continue supporting entrepreneurs and companies building
Thank you to the Reindustrialize team for a great couple days. I have seen a few calls for the location to be in LA or Austin moving forward. I think Detroit (or other major cities in the rust belt) is the perfect place for this to be.
