Archives

My CNBC Segment re SNAP’s IPO

I had a lot of fun this past Friday with Jon Fortt, Carl Quintanilla and Kelly Evans on CNBC’s Squawk Alley.  We discussed SNAP’s IPO. In particular, I argued that the pricing makes sense, the deal was actually helped byRead More…

The Coming Global Cyber War

In December 2015 I predicted that in ’16 we’d see a major cyber attack against the US on our soil perpetrated by an enemy of the state. With the Russians interfering with our most prized democratic possession, the presidential election,Read More…

2016 – Top 10 Books

For the past two Decembers, I’ve shared my favorite 10 books of the year. These posts have surprisingly been some of my most popular, so I’ve decided to share my top 10 reads of 2016 (actually top 11 books sinceRead More…

2017 Predictions

As 2016 draws to a close, I’ve been trying to make sense of all that’s going on in technology and in the world more broadly. Below are a few predictions about what may transpire in ’17.  I’ve also included anRead More…

Making Sense of Snap’s IPO

News of Snap’s (fka Snapchat) purported confidential IPO filing hit the press this past week. Although rumors of a pending Snap IPO were swirling for several months, I had been a bit skeptical. After all, why would Snap choose toRead More…

Congratulations Nozomi Networks on Raising a $7.5M Series A Financing

Congratulations Nozomi Networks on raising a $7.5 million Series A financing. Our team at GGV Capital is excited to be working with Nozomi and I’m delighted to have joined the company’s board of directors. Nozomi is a true innovator inRead More…

Congratulations Restless Bandit on Raising an $8M Series A With Participation by GGV Capital

Congratulations Restless Bandit on Raising an $8M Series A financing. The entire team at GGV Capital is ecstatic to have participated in the round, and I’m excited to have joined the Restless Bandit board as an observer. Restless Bandit isRead More…

Welcome Nutanix to the Esteemed IPO Class of Late ‘16

Nutanix, the leading hyper-converged infrastructure (HCI) player, is the latest in a recent string of strong IPOs. Nutanix increased its initial filing range, priced above the increased range, and saw its stock shoot up 131% on its first day ofRead More…

Congratulations BitSight on Raising a $40 Million Series C Led by GGV Capital

Congratulations BitSight on raising a $40 million Series C financing. The entire GGV Capital team is excited to have led the round, and I’m delighted to have joined the BitSight board. As part of our extensive work in cybersecurity, whereRead More…

Congratulations HashiCorp on Raising a $24M Series B Led by GGV

Congratulations HashiCorp on raising a $24M Series B financing.  My partners and I at GGV are delighted to have led the round.  We participated in HashiCorp’s Series A financing in September ’14 and I joined the board then, so we’veRead More…