Month: June 2019

Blitzscaling Strategy: Major Threats with Reid Hoffman & Chris Yeh | Greymatter


This post is by Greylock Partners from Greymatter


This episode in the Greymatter Blitzscaling capsule series, with Reid Hoffman and Chris Yeh, focuses on the major threats that blitzscalers need to watch out for as they scale. Like a whack-a-mole game, new threats are constantly popping up to keep entrepreneurs busy! Fortunately, this episode offers practical tips on how to identify the true threats and address them before they derail your company. You'll learn about the central threat of blitzscaling, and what it has to do with Alec Baldwin movies from the early 1990s. "The central threat that Blitzscaling addresses is the threat that another competitor gets the scale before you. As we say in the book, these are Glengarry Glen Ross markets. First prize, Cadillac, second prize, steak knives, third prize, you're fired." To address this threat, you need to act with urgency, and commit to your strategy hard enough that it'll hurt - often badly - if you're wrong. You'll hear how the story of Uber illustrates this lesson. Uber responded so aggressively to the threat of Lyft's new alternative to black car service that many people erroneously believe that Lyft is the copycat, rather than vice versa. This was despite the new UberX service strongly upsetting Uber's existing network of black car operators, who correctly viewed it as competition.   Yet Uber also illustrates just how dangerous internal threats can be to blitzscaling. Blitzscaling companies need a strong, resilient culture to effectively respond to existential threats to the business.   "Company culture is one of the things that if (Read more...)

Blitzscaling Strategy: Major Threats with Reid Hoffman & Chris Yeh | Greymatter


This post is by Greylock Partners from Greymatter


This episode in the Greymatter Blitzscaling capsule series, with Reid Hoffman and Chris Yeh, focuses on the major threats that blitzscalers need to watch out for as they scale. Like a whack-a-mole game, new threats are constantly popping up to keep entrepreneurs busy! Fortunately, this episode offers practical tips on how to identify the true threats and address them before they derail your company. You'll learn about the central threat of blitzscaling, and what it has to do with Alec Baldwin movies from the early 1990s. "The central threat that Blitzscaling addresses is the threat that another competitor gets the scale before you. As we say in the book, these are Glengarry Glen Ross markets. First prize, Cadillac, second prize, steak knives, third prize, you're fired." To address this threat, you need to act with urgency, and commit to your strategy hard enough that it'll hurt - often badly - if you're wrong. You'll hear how the story of Uber illustrates this lesson. Uber responded so aggressively to the threat of Lyft's new alternative to black car service that many people erroneously believe that Lyft is the copycat, rather than vice versa. This was despite the new UberX service strongly upsetting Uber's existing network of black car operators, who correctly viewed it as competition.   Yet Uber also illustrates just how dangerous internal threats can be to blitzscaling. Blitzscaling companies need a strong, resilient culture to effectively respond to existential threats to the business.   "Company culture is one of the things that if (Read more...)

Investor Stories 115: Post Mortems (Senkut, Fein, Cheng)



On this special segment of The Full Ratchet, the following Investors are featured:

  • Aydin Senkut
  • John Fein
  • Cheryl Cheng

Each investor discusses a portfolio company that did not survive and why it was that they failed.

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Investor Stories 115: Post Mortems (Senkut, Fein, Cheng)



On this special segment of The Full Ratchet, the following Investors are featured:

  • Aydin Senkut
  • John Fein
  • Cheryl Cheng

Each investor discusses a portfolio company that did not survive and why it was that they failed.

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Building The Next-Gen Entertainment Platform with Roblox | Greymatter


This post is by Greylock Partners from Greymatter


Roblox founder and CEO David Baszucki and Greylock partner David Sze on the power of imagination. The gaming industry has undergone a transformation driven by technological advancements including mobile and cloud, and new gaming tools and platforms. Historically, consoles and PCs dominated the gaming market, but the rise of mobile and online games and live streaming services have ushered in a new generation of players and game creators. This episode of Greymatter features Roblox founder and CEO David Baszucki and Greylock Partner and Roblox investor, David Sze. Baszucki and Sze discuss the future social gaming landscape, share advice for scaling the company vision, and how to build company culture early on. Roblox's Imagination Platform is ushering in the next generation of entertainment, enabling kids of all ages to imagine, create, and play together in immersive 3D worlds. Prior to founding Roblox, Baszucki was an angel investor and previously, he founded and led Knowledge Revolution, the leader in educational physics and mechanical design simulation. Sze invests in entrepreneurs building companies focused on consumer mobile and internet services, and media convergence. His investments include LinkedIn, Facebook, Roblox, Pandora, and Nextdoor and many more.

Building The Next-Gen Entertainment Platform with Roblox | Greymatter


This post is by Greylock Partners from Greymatter


Roblox founder and CEO David Baszucki and Greylock partner David Sze on the power of imagination. The gaming industry has undergone a transformation driven by technological advancements including mobile and cloud, and new gaming tools and platforms. Historically, consoles and PCs dominated the gaming market, but the rise of mobile and online games and live streaming services have ushered in a new generation of players and game creators. This episode of Greymatter features Roblox founder and CEO David Baszucki and Greylock Partner and Roblox investor, David Sze. Baszucki and Sze discuss the future social gaming landscape, share advice for scaling the company vision, and how to build company culture early on. Roblox's Imagination Platform is ushering in the next generation of entertainment, enabling kids of all ages to imagine, create, and play together in immersive 3D worlds. Prior to founding Roblox, Baszucki was an angel investor and previously, he founded and led Knowledge Revolution, the leader in educational physics and mechanical design simulation. Sze invests in entrepreneurs building companies focused on consumer mobile and internet services, and media convergence. His investments include LinkedIn, Facebook, Roblox, Pandora, and Nextdoor and many more.

Gillmor Gang: Cash Machine



The Gillmor Gang — Frank Radice, Michael Markman, Keith Teare, Esteban Kolsky, and Steve Gillmor. Recorded live Sunday June 23, 2019. Streamed live to Twitter, or just slightly after the fact. Debates and free media, or how Facebook could take crypto global with Libra and the Democrats the White House in 2020.

Produced and directed by Tina Chase Gillmor @tinagillmor

@fradice, @mickeleh, @ekolsky, @kteare, @stevegillmor, @gillmorgang

Liner Notes

Live chat stream

The Gillmor Gang on Facebook

Blitzscaling | Competitive Strategy with Reid Hoffman & Chris Yeh | Greymatter


This post is by Greylock Partners from Greymatter


This episode in our Greymatter Blitzscaling capsule series, with Reid Hoffman and Chris Yeh, focuses on the topic of competitive strategy. In an ideal world, you won't have any competition. But the world is far from ideal. How should a blitzscaling company think about and respond to the competition? You'll hear about how Reid, Peter Thiel, and Elon Musk used speed to lead PayPal to victory in a contest with eBay's own payments system (you can also hear Reid and Peter discuss competition and many other topics on Reid's podcast, Masters of Scale). You'll learn why the most important factor in a blitzscaling business model isn't a traditional business school metric like gross margin, but rather the speed at which the model allows the business to grow and adapt. And you'll get specific advice on how to find, test, and hone your competitive edge. Finally, you'll hear why the ideal competition isn't the small or weak. Small and weak competitors are often the result of a small and unappealing market. Rather, the ideal competition is strong but inflexible.

Blitzscaling | Competitive Strategy with Reid Hoffman & Chris Yeh | Greymatter


This post is by Greylock Partners from Greymatter


This episode in our Greymatter Blitzscaling capsule series, with Reid Hoffman and Chris Yeh, focuses on the topic of competitive strategy. In an ideal world, you won't have any competition. But the world is far from ideal. How should a blitzscaling company think about and respond to the competition? You'll hear about how Reid, Peter Thiel, and Elon Musk used speed to lead PayPal to victory in a contest with eBay's own payments system (you can also hear Reid and Peter discuss competition and many other topics on Reid's podcast, Masters of Scale). You'll learn why the most important factor in a blitzscaling business model isn't a traditional business school metric like gross margin, but rather the speed at which the model allows the business to grow and adapt. And you'll get specific advice on how to find, test, and hone your competitive edge. Finally, you'll hear why the ideal competition isn't the small or weak. Small and weak competitors are often the result of a small and unappealing market. Rather, the ideal competition is strong but inflexible.