June 2016



The Night Owl Newsletter
addressing what keeps you up at night
Advice to Women Entrepreneurs

Advice to Entrepreneurs

In a VC Taskforce exclusive interview, Alison Wagonfield, VP, Marketing, Enterprise Businesses at Google and  former Operating Partner  Emergence Capital Partners,  shares her advice to entrepreneurs.
State of the Startup Economy

Peter Thiel Says Just About Everything Is Overvalued, Not Just Tech. Do you Disagree or Agree?

Bill Gurley of Benchmark believes that Oct 16, 2015 is when the bubble popped. Do you agree or disagree? 

The State of the Startup Economy (End of Q1 2016).
A VC working at  NEA shares his views.

Is MVP (Minimum Viable Product) dead?
The  Wharton School of the University of Pennsylvania wonders about value chain analysis before building an MVP.

Doom and Gloom or a Healthy Recalibration?
Do you have a plan for your startup in uncertain times?

What to Expect in 2016 (and Beyond)?
A view from Altegris, a fund of funds.

VCs to Startups: No More Easy Cash?

2016 Will be Rough for Startups. Is it a Good Thing?
Adeo Ressi, Founder & CEO of the Founder Institute, talks about startup valuations, seed-accelerator markets, etc.

Can you Solve the Tech Bubble Puzzle?
David Cogman and Alan Lau of McKinsey's Hong Kong office have a challenge for you.

For Entrepreneurs

Andreessen Horowitz: How to Weatherproof your Company.

How to Decrease the Odds That Your Startup Fails.

A Crash Course in SaaS COGS, Gross Margin, LTV, and CAC.

Deep Thoughts

Andreessen Horowitz: What's Next for High-Tech?

What is Liquidity?
Howard Marks of Oaktree explains his views on Liquidity. His notes could help company builders  navigate periods of exuberance and tightening that inevitably occur.

End of Sales for SaaS?
This $5B company has no sales staff. Do VCs agree or disagree?

For Investors

Hardware: How Keurig created the perfect business model

Internet of Things 2016 Overview

After A Solid Year, Private Equity Firms Prepare For Challenges Ahead

What's Wrong with Seattle?

Are VCs Safe from Falling Unicorn Valuations

Hedge Funds pulling out from Silicon Valley
When you have to make tough decisions, when there is disagreement, when your company's survival is at stake, what do you do? 

China Faces a Debt Crisis. Or Does it?


What's really happening In the US venture fundraising market in early 2016?
Some interesting data points from Tomasz Tunguz of Redpoint Ventures. Which round do you think will be the most challenging to raise in the early part of 2016?

VC Taskforce Programs
 
Jun 7, 2016 | Palo Alto 

Jun 22 2016 | San Francisco

Jul 13, 2016 | Palo Alto 

Jul 27, 2016 | San Francisco 
              
Extra!

The Man Who Built Silicon Valley: A Tribute to Andy Grove

Reid Hoffman: LinkedIn pitch to Greylock


Your Discussions are Welcomed
Let us know if you have an opinion you'd like to share with the venture community.
We'll assist you in getting visibility in The Night Owl newsletter or blog.

Any subjects you'd like us to cover? Email me at Rohit at vctaskforce dot com. Subject: For The Night Owl

Sincerely,

Rohit Gupta
Venture Community Analyst
VC Taskforce


VC Taskforce
(650) 776-1040