10/9/19 edit: VMware has acquired Carbon Black for $2.1 billion. So, we will increase the number of startups we will back. After Carbon Black went public, Mrs. T. and I had some discussions. What should we do with my personal winnings (I co-led the first institutional round when it was called Bit9; details here and
Category: Technology and VC
Friendship and Fear
A lifelong friend was in town and reached out. We were able to meet up, thankfully. These are the friendships for which I live. Within minutes of sitting down, we were able to speak honestly and openly about our victories and challenges. There was none of the: “How-are-you-I’m-great-and-you?” banter. Maybe it is because we’ve known
Market Timing and Quirks Rule
“That was a great diligence trip,” Todd Brennan said. Todd co-founded Bit9, which later became Carbon Black. We were speaking the day of the Carbon Black IPO and marveled at its Day One $1.6 billion market cap. He and I stopped our direct involvement with the company years ago, but we continue to stay in
Carbon Black
Many years ago, I co-led the first institutional round in Bit9, now known as Carbon Black, which went public this morning. It’s official! We’ve kicked off Friday trading, ringing the opening bell for @Nasdaq in #NYC #IPO #CBLK #infosec pic.twitter.com/l8n5BZGReP — Carbon Black, Inc. (@CarbonBlack_Inc) May 4, 2018 As I’ve written before, the road for
The Long Road of Venture Capital Funds
In 2000, before the dot-com blow-up, I was invited to individually invest in a VC fund where a co-investor worked. It is a “name brand” firm that to this day enjoys a loyal following among investors. This year, I just learned that my investment has just broken even. So, yes, after 18 years, I have
My Facebook Data
I downloaded my Facebook data (how-to link here). I was curious to see what I would find. The short answer is that it was very helpful to see which advertisers have glimpsed at my profile and uploaded me to their contacts list. That’s all par for the course. As an advertiser, you can use Facebook