Max’s Investment Themes

Feb 07 03:02 2020 Print This Article

In my first post, I shared a bit about my worldview and values. Today, I’d like to outline some of my investment themes. Note that my personal interests and theses (each of which ties into Version One’s firmwide network effects thesis) are constantly evolving – so this is a perpetual rough draft.

1) Open Internet 

The promise of the Internet in my mind has always been to facilitate permissionless innovation, information exchange, and commerce among peers. As a child, the sharing and gift economy ethos of the early Internet resonated deeply with me. As an adult, it still does. While the last two decades have brought a wealth of exciting Internet developments, I’ve been saddened to see what was once a messy web of p2p connections become increasingly domesticated into walled gardens ruled by a small handful of megacorporations. 

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Version One VC Blog

Version One is an accelerator for innovative start-ups with a fresh approach to solving important and difficult problems. They invest in category leaders that leverage network effects to build a defensible product. Version One has invested in over 50 internet companies such as Frank and Oak. Angel List, Booster, and more.

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