The markets are in freefall and Sequoia wrote a memo last week. It was insightful, sounded the alarm bell, and is a valuable guide for entrepreneurs thinking about how to act, especially for those who have never been through an analogous situation. I sent it...

When we invest in a company, we often find ourselves in conversation with founders about the value of a functioning board. I believe that the sooner a company constructs a great board, the better. It sometimes takes years, however, for us to align on the...

Being global - the ability to think beyond current horizons of time and space - is a natural quality of the best entrepreneurs. It helps them achieve maximal outcomes. Being global is a core value of ours, something I was reminded of when I recently...

I was never much of a fan of Kobe Bryant. His life's mission was to one-up my childhood hero - Michael Jordan. While he played, I cheered against him *every single time* regardless of whether his opponents were in the West or the East. I...

One of my resolutions for 2020 is to keep sight of the bigger picture regardless of the short-term threats around us; attack away according to plan even when shrouded in ambiguity, even when being attacked elsewhere. Offense can be the best defense when under the...

This Thanksgiving I would like to thank all of the colleagues and entrepreneurs who have helped make the past year of my entrepreneurial journey so enriching. We only remember a few moments across a year...

It is easy to analyze the WeWork debacle and diagnose a case of certain investors mistaking a real estate business for a tech company. It is equally easy to point the finger at Adam Neuman, WeWork’s founder and ex-CEO, for bungling the market opportunity through...

Over the weekend, I attended a wedding reception in Bangalore and stopped off in Dubai on the way back. Spending time in these large eastern megacities always reminds me there is a growing convergence among the global consumer class. This increasingly urban class desires the...

Even in a time of widespread overvaluation and non-tech companies masquerading as tech companies, WeWork has always struck me as a concerning outlier. This concern became much more personal a couple years ago when the We family aggressively tried to acquire one of our portfolio companies. At...