This is written as a follow up to my previous post on Fitbit’s IPO filing. Fitbit priced its IPO at $20/share this past Thursday night and closed the week at $32.50/share, valuing the company at over $6Bn. A few interestingRead More…
I’ve reviewed Fitbit’s S-1 filing from last week. It’s quite clear that Fitbit has been a remarkable success story over its 8+ year lifespan. As momentum has been building around connected devices and the company sits on the precipice ofRead More…
As published on VentureBeat. The RSA show this past week in SF was quite a gathering. Having attended RSA every year for the past ten, I’d say this was the biggest and busiest show yet. This is not surprising givenRead More…
In a previous post, I discussed a series of trends driving investment interest in cybersecurity. A few of these trends – crowdsourcing and consumerization – coupled with ever-increasing risk and complexity in the cyber world have coalesced to form oneRead More…
Lots has been written about the abundant capital available to high growth, venture-backed companies and the ramifications on round sizes and valuations. Bill Gurley has adeptly pointed out the rise of a risk bubble, Tomasz Tunguz has reminded us thatRead More…
Today I had the pleasure of joining Jay Kaplan, co-founder and CEO of Synack, on Deirdre Bolton‘s Risk & Reward on Fox Business. Jay did a great job reviewing the labor shortage in the security market and explaining Synack’s blendedRead More…
Over the past 18 months, the world has witnessed ever larger and more frequent security breaches of trusted IT systems. Target, Anthem, Sony, Uber… the list is getting longer. The costs are increasing – executives are getting fired and companiesRead More…
Along with Semil Shah, my colleagues and I at GGV Capital hosted a dinner last night with Ben Thompson, the brilliant thinker behind Stratechery. The conversation was far reaching and the event was a lot of fun. Semil and ConnieRead More…
I’m proud to announce GGV Capital is leading a $20M Series B investment in Opendoor, a startup taking aim at revolutionizing the market for buying and selling homes. I’ve joined the board as part of the financing. Homeownership is stillRead More…
Today Synack announced a $25M Series B financing. GGV Capital is delighted to have co-led this financing alongside Icon Ventures, with participation from existing investors Kleiner Perkins and Google Ventures. Pursuant to this investment, I’ve joined Synack’s board of directors.Read More…