On Funding — Shots on Goal Being great as a startup technology investor of course requires a lot of things to come together: You need to have strong insights into where technology markets are heading and where value in the future will be created and sustained You need be perfect with your market timing. Being too early is the same as being wrong. Being too late and you back an “also ran” You also need to be right about the team. If you know the right market and enter at this exact right time you can still miss WhatsApp, Instagram, Facebook, Stripe, etc. I’ve definitely been wrong on market value. I’ve sometimes been right about the market value but too early. And I’ve been spot on with both but backed the 2nd, 3rd or 4th best player in a market. In short: Access to great deals, ability to
