Momentum/Growth/Angel Investor. Previously @LiftoffMobile, @Twitter, TapCommerce, @PandoraMusic.
London, England
Joined June 2007
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Gordon Bowman retweeted
A lesson for AI startups: the customer only cares about having the best end-product possible, nothing else. If you’re working on a proprietary component that gets commoditized, it’s better to jump to the commoditized component and focus on where you can add unique value.
The case for much better AI. Or much worse AI. Just not "so-so" AI.
skventures.substack.com/p/ai…
The case for why we need much better AI. Or much worse AI.
Just not "so-so" AI:
skventures.substack.com/p/ai…
Impressive new release from Figma. Explore ideas and interact with ChatGPT visually (rather than just chat)
figma.com/blog/give-ideas-mo…
Always a good listen with @eric_seufert and @benthompson
Meta's earnings, Meta's future strengths (i.e. generative AI), the lingering ATT recession, market share of the Duopoly, and the Google DOJ suit
stratechery.com/2023/an-inte…
Gordon Bowman retweeted
Twitter is full of investment wisdom.
If you know who to follow, you'll learn more than an MBA.
Here are the 9 best threads of 2022:
An interview with Unity $U CEO John Riccitiello on merging with ironSource, its game engine’s future, monetization vs. creation, etc.
gamesindustry.biz/is-unity-s…
Gordon Bowman retweeted
What investors first paid for @Figma, which @adobe buying for ~$40.20 per share:
$0.088: @dannyrimer/@IndexVentures, @semil, Jacobsen/OATV
A $0.199: @johnolilly/@GreylockVC
B $0.332: @mamoonha/@kleinerperkins
C $1.098: @andrew__reed/@sequoia
D $4.619: Peter Levine/@a16z
“I have seen a lot of estimates of how this shift will play out and my take is that Ethereum will move from a system that has roughly $20mm a day of structural outflows to a system that has roughly a half a million dollars a day of structural inflows.”
avc.com/2022/08/the-merge/
Unity and Ironsource are merging in a big consolidation play for gaming and interactive content $U $IS
techcrunch.com/2022/07/13/so…
Gordon Bowman retweeted
Is anyone else starstruck?! 🌌
@NASAWebb's first images have been released! Which one is your favorite? #UnfoldTheUniverse
View all five images HERE>> go.nasa.gov/3Rtx9D3
Could be a harbinger for more large software/cloud deals?
$ZEN
Zendesk close to striking buyout deal with group including Hellman & Friedman and Permira, sources say on.wsj.com/3QIIQWh
Gordon Bowman retweeted
Holy cannoli—the Warriors are back on top. After a two-year fall-off, Golden State reclaimed its spot at the forefront of the NBA by finishing off the Celtics in Game 6.
@ZachKram: theringer.com/nba-finals/202…
Gordon Bowman retweeted
There's no winner-take-all in cloud. As the ecosystem becomes more complex, opps to build more products & services abound. @HashiCorp saw that early & dove into multi-cloud. On the latest #greymatter pod, CEO @davidmcj talks w/@GreylockVC @jerrychen bit.ly/3O82E3P
Good thread and collection of links/resources on signs that #inflation may be easing
Gordon Bowman retweeted
A profile of Chipper Cash, an African cross-border payments services provider valued at $2.2B in November, which had $75M+ in revenue in 2021, up over 4x YoY (@jeffkauflin / Forbes)
forbes.com/sites/jeffkauflin…
techmeme.com/220607/p13#a220…
For the first time, #CTV will account for more than two-thirds of US upfront digital video ad spend this year (via @eMarketer)
content-na2.emarketer.com/up…
