I am a founder and CEO at SignalRank, a data driven technology company. I publish a weekly newsletter – That Was The Week – on Substack. The posts here are pulled from it. I also have a video podcast with Andrew Keenthat accompanies it each week. You can see the full catalogue on AnchorSpotify , Youtubeand Apple Podcasts. And I am a regular guest on Steve Gillmor’s The Gillmor Gang.

Year: 2022

Newsletter

Mad or Bad? What Are They Thinking?

By Keith Teare • Issue #323 $350m for the man who lost most of $20 billion. The world has not gone mad. Read why Marc Andreessen (@pmarca) did it. Plus @ReidHoffman on AI, Josh Nicholson on Science and AI, @BrianSolis on Web3 marketing @Alexoppenheimer on valuing companies, and much more Contents Mad or Bad, What are they Thinking? A16z is betting big on Adam Neumann’s new real estate startup – Protocol @RyanDDeff The Rise of The Cash Man – @KWHarrison13 Investing in Flow – @Pmarca Essays of the Week The Revenue Multiple – @Alexoppenheimer When Low Valuations are Good – @Squire Why Web

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Newsletter

How Are Unicorns Born?

By Keith Teare • Issue #322  This week @bhorowitz and David Weiden of @KhoslaVentures talk about culture as a catalyst for a healthy company. @SamirKaji talks about the importance of emerging seed investors, and @HunterWalk discusses the importance of angels with operating experience to a CEO. @Om Malik and @BGurley talk about survival techniques during downturns. How is a Unicorn Born? That is the common theme. Contents How are Unicorns Born? The Importance of Emerging Managers – Venture Unlocked, Samir Kaji Seed Stage Founders Undervalue Angels with Expertise – Hunter Walk David Weiden and Ben Horowitz on Culture Om Malik and Bill

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Newsletter

The Future of the Newsletter

By Keith Teare • Issue #321 This week I contrast the views of Substack co-founder Hamish McKenzie and Vox’s Peter Kafka. And I couldn’t resist a few suggestions to Hamish. The Future of the Newsletter is the future of the network, whatever the outcome, so this is important. Contents The Future of the Newsletter Substack is for Communities – Hamish McKenzie The Newsletter Boom is Over – Peter Kafka Essays of the Week Taking the Pulse of Limited Partners in VC Funds Harsh terms from VCs YC Shrinks Class by 40% What Twitters Office Closure Signals Tinder Chief Leaves Months In Robinhood Lays

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Newsletter

Deep Minds Think Alike

By Keith Teare • Issue #320 • View online Deep in the heart of summer and @Om links to the 200 best dance songs of all time. I’m passing it on as a gift. And DeepMind figured out the structure of 200m human proteins. Now that really is a gift. Data and Science are crucial to humanity’s future. Deep Minds think alike is this week’s theme. Content A Summer Gift 200 best dance songs – from @Om and Rolling Stone Essays of the Week DeepMind uncovers the structure of 200m proteins in a scientific leap forward. How did this tiny startup instantly put live, moving people into

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Newsletter

Down, Down, Deeper and Down

That Was The Week #319 Content Essays of the Week Down Markets and Liquidity Secondary Markets to grow Private Equity as Acquiror Unicorn Valuations Bid/Ask Spread in Venture A16z closes HQ AI-Powered Organizations Brad Feld on Matt Levine News Week FirstMark raises $1 billion in new funds Amazon Buys One Medical Tesla Sells Bitcoin Stripe Lowers Valuation Startup of the Week Crunchbase Tweet of the Week Long Hot Indian Summers Editorial In a week that saw public markets largely up, my reading was dominated by those looking at private company stocks and pontificating on the downside. It is a commonly

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Newsletter

Truth is Overrated

By Keith Teare • Issue #318  A @bgurley tweet pointed to an essay written by Isaac Saul (@Ike_Saul), founder of Tangle. His essay challenges the idea that misinformation is a problem. He argues that nothing we humans think we know is actually true. Rather it is our provisional understanding. Of course, he is right. Truth is overrated Contents Truth is Overrated Essays of the Week Network States and Nation States Balaji Srinivasan Vitalik Buterin VC Due Diligence Returns—With a Vengeance Forecasting a Return to Venture Normalcy Why It’s Time To Invest In Early-Stage VC  Every Year You Should Double Your “TTAM”. Your

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Newsletter

Stop, Breathe, Think

By Keith Teare • Issue #317 So many points of view about the venture ecosystem. Some panic, some optimism, some ‘wait and see’. Modern media likes to take sides but all of these sentiments are appropriate because more than one thing is happening. All at the same time. And many of them are good. Contents Essays of the Week Venture Capital Feels the Stock Market’s Pain — WSJ Coatue’s View of the Market — Newcomer What’s really happening in growth-stage VC — Samir Kaji Startup Markets, Summer 2022 Edition — Elad Gil When AI Becomes Table Stakes — Tomasz Tunguz Will the crypto crash derail the next web revolution? — FT Metabook Launches

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Newsletter

Live Sports – The Next Streaming War

The Digital Seats Revolution By Keith Teare • Issue #316 • View online An average sports stadium can hold 50-100,000 fans. But teams have millions and sometimes billions of fans. What is the true value of the rights to stream games? This week Amazon bought UK Champions League rights. Can we expect more money to come for sports rights and who should own them? Contents Live Sports — The Next Streaming War Essays of the Week Will China Build Your Next Car? China EV Battery Breakthrough Howard Morgan’s Amazing Career Critiquing Crypto Promoters Startup Workforce Trends from Carta Does VC Investing Violate Crypto Ethics Software

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Newsletter

Live Long and Prosper

That Was The Week #315 Netflix announced 300 layoffs and Brex pulled the rug on its small business customers. But LocalGlobe raised $500m, InFarm announced two new farms and eBay bought NFT firm KnownOrigin. Making the right choices will help us all to live long and prosper. Web 3 seems to still be a good choice. Contents Live Long and Prosper Web 3 use cases by Packy McCormick Essays of the Week Facebook and Sheryl Sandberg by Connie Loizos The Web3 Marketing Stack by Tomasz Tunguz Good News of the Week Sequoia incubator to increase investment size LocalGlobe raises $500m and Re-Brands Series

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Newsletter

Adapt or Die

Berlin Edition By Keith Teare • Issue #314 The Dark Ages describes a time when little or nothing changed. There was no progress. It needed the agricultural and industrial revolutions to break out from the dark. 2022 might seem dark but there is innovation all around us. Adapt or Die is this week’s theme. And unlike the dark ages, adaptation is an option. Content from @bgurley @samirkaji @sethlevine @geneteare @sequoia Contents Adapt or Die Sequoia Capital advises founders on how to adapt Tech Layoffs accelerate Bill Gurley on Adapting Frank Slootman on Surviving – Podcast Good News of the Week Tiger Global doing

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