• For Fundraising, Seed is No Longer a Round, It’s a Phase February 20, 2018 8:11 pm
    Want to know the biggest challenge Satya and I faced when announcing Homebrew’s third fund? How to describe the moment in time we seek to invest. “Early stage” has been coopted by billion-dollar VCs who try to shoehorn a $10m ARR SaaS company into their idea of risk capital. And the verbal gymnastics of some […]
    hunterwalk
  • SoCal Stunners: Why Homebrew Has Gone South February 15, 2018 3:29 am
    There’s a question we ask ourselves when investing in a startup outside of the Bay Area: is their location a positive for the company? We believe great companies can be built in many locations – not just beloved Silicon Valley – but we do want to articulate *why* a specific company benefits from its geo. […]
    hunterwalk
  • Raised Homebrew III To Continue Backing New Startups February 14, 2018 1:35 am
    I try to post here at least once every 14 days and if I don’t, it’s usually a bad sign. This time the lag was for *good* reasons: Satya and I were finishing up the close of our third Homebrew venture fund, a $90m commitment to back new startups. Now back to work. And hopefully […]
    hunterwalk
  • What Happens to Farming When Water Is 10x More Expensive & Labor Is Scarce? January 26, 2018 1:49 am
    I haven’t written much about Homebrew’s investments in the agriculture space but there are two of note, and both are based on beliefs which might be controversial to some. Our global food supply chain still functions as if water is free and limitless. Our global food supply chain assumes that cheap labor is available wherever […]
    hunterwalk
  • We Don’t Talk Enough About Money In Silicon Valley. No, Really. January 10, 2018 11:20 pm
    “Look, I’m incredibly thankful for this industry. It made me a millionaire.” The person seated across the table from me went through a series of facial microexpressions as I said this — surprise, disgust, analysis and finally, calm. We don’t really talk about money in Silicon Valley. At least not in public in a personal […]
    hunterwalk
  • Books I Read In 2018 January 3, 2018 4:55 am
    Not gonna lie. All those “Books of 2017” posts made me kinda wishing I kept a list of my own. No way for me to go back and figure out what I read last year (I give away most books once I’ve completed them) so instead will make this a living post, where I add […]
    hunterwalk
  • In 2018, Focus on Quality of Decision Over Quality of Outcome January 2, 2018 2:17 am
    We’d barely made our first venture investment when I tattooed Homebrew’s logo deeply into my right shoulder. What did this moment represent, besides a strong conviction we’d never rebrand? It wasn’t a victory lap, that’s for sure, because it takes many years to prove you’re great as a VC. No, it was memorializing the decision […]
    hunterwalk
  • Evolutionary Biology: Movies are Slow Humans. YouTube are Fast Guppies. December 26, 2017 6:34 pm
    When Wired claims YouTube is the world’s best film school available, I would agree, but suggest they’re actually thinking too narrowly in their explanation. Writer David Pierce steps us through what he calls “YouTube Film School,” a loosely organized community of content on the platform which unpacks and analyzes the craft. Pierce believes “the best […]
    hunterwalk
  • Should Regulators Force Facebook To Ship a “Start Over” Button For Users? December 23, 2017 7:09 pm
    I don’t really understand most of the calls to “regulate” Facebook. There are some concrete proposals on the table regarding political ads and updating antitrust for the data age, but other punditry is largely consumer advocacy kabuki. For example, blunting the data Facebook can use to target ads or tune newsfeed hurts the user experience, and […]
    hunterwalk
  • Request For App: Calls I Need To Make December 23, 2017 12:56 am
    Here’s what I want. The ability to add a phone number/contact to a list. With one-touch dialing from that list entry. The ability to set variables at the contact/# level that are either persistent or apply only to this call. For example, time zone or priority, or expected call duration (how long I need for […]
    hunterwalk
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