Issues of identity are front and center in our time. Old certainties are, for some, antique; and for others, they represent the one thing to hold on to for dear life as essences become contingent or fragmented. Reading Kwame Appiah’s “Lies that Bind”, earlier this week, served as a catalyst to reflect on how my own sense of identity has evolved.Read More
In an earlier essay we laid out the facts around the climate crisis. In this second installment, we provide a sector map to better understand innovations under way now to counteract the crisis.
Some sectors are self-evident. Others such as remote work and remote learning technologies are not — but these in fact have giant (positive) effects on the climate, especially at scale.Read More
Most things in the public domain about onebagging are not geared at the business traveller. There’s reams of prose about strapping on a big honking 50L backpack and wandering through Southeast Asia on foot. Hence this essay — if you’re someone who routinely gets off a flight and goes to a meeting rather than following a Lonely Planet itinerary.Read More
Over the next few weeks, in a trio of essays, I will lay out Amasia’s investment thesis around climate change. This first essay contains brief factual answers to what we think are the most important questions, to cut to the essential.
Skillshare’s geographic footprint has expanded dramatically during the period of our involvement. The company has grown revenues close to 10x while being highly capital efficient, and now has 8 million users in almost every country in the world. 50% of new users are outside the United States — but what I find even more interesting is that 60% of all *teachers*are outside the US. What is bringing these teachers to the Skillshare platform?Read More
I was admitted to Penn for computer science, and while I got two undergraduate degrees, computer science remained my first love all along. My favorite CS course of all was CSE 121, the second semester of freshman year, which was an introduction to functional programming via the LISP language. Why was it my favorite? It was elegant, mathematical, and introduced me to the delights of recursion. To me this was the essence of computer science.Read More
Here's the best of what I read in 2018. I set myself an arbitrary count of ten this year. This really forced me to think about which books had a meaningful impact on me, i.e. not just “great books I can unhesitatingly recommend”.Read More
The VC business, for a fund manager, is an orgy of rejection. During the course of a year, we will touch 1,000 companies at Amasia; we'll invest in three (maybe four, sometimes two). What this means is that on 997 occasions, we're saying no.Read More
It's spring, which means the thoughts of VCs turn lightly to thoughts of demo days. Many accelerators have their demo days in March. If you haven't been to one, these are celebrations of entrepreneurship; 21st century business theater. Meeting many, many companies and founders in a concentrated period produces the following reflection.Read More