Tag: circular

Long Time Coming……

achanmanLeave a comment

It’s funny to see how things progress sometimes.  Since the last post, I’ve gone through and seen a sea ,if not ocean, of change in so many things in my life.  From virtual reality to business structures to emails, there has been no shortage of traveling int circles and ending back at square 1 (but with a better view and experience).

Not all time is lost when going in a full circle.  I now feel better prepared on many fronts although it seems like we haven’t moved at all.

VR has made a several decade loop around and comeback to prominence, which is nice for our portfolio company NextVR.  We are truly excited and believe that the revolution is coming and this time its for real.  It’s also been interesting to observe the track back towards email as the ‘main tool’ and acquisition target of companies from Microsoft to Dropbox.  The window to users seemed forgotten and washed under all the other ‘sexy’ products and businesses JUST to suddenly be shot back into prominence.

As for Vectr, we’ve come a long way to end up where we are now and have never been as confident and excited with our journey ahead.  The team has realigned itself and really coming together and we are ready to rock’n roll.  Some things take time but at at the end and when its done right….. worth it!

Timing…. bouncing balls and momentum

achanman2 Comments

Timing.  As the years have gone I realized is that many times… timing is one of if not the biggest deciding factors in many things that we do.

During high school, I used to feel invincible and unstoppable when I played sports.  I was at the peak of my athletic abilities and thought that I was at the top of my game.  This was the same for both basketball and golf.  As I played more throughout college and thereafter in rec leagues after graduating, the game seemed to start slowing down.  Not in the sense that I was moving slower but that my understanding and anticipation seemed to form an inverse relationship with my flattening “bounce” in my step (or was it just the growing belly…. hmmm).  Are we better at our sport/thing as we gain more experience or were we better at our physical best?  Which would you choose?

Similar to investing in tech it seems.  Is there momentum pushing for growth and building up a bubble? If you catch a wave and find a great team building something when nobody cares….. does a tree falling in the empty woods make a sound?  What if you find a team building something that suddenly everyone is building…. can you hear the distinct shouts of someone in a room of 100 shouting others?  I think this is a valid question for us all to ask when looking at new companies and opportunities….. Is this something that is genuinely valuable or is it just because everyone is talking about it?  Will the business persevere and continue to grow or will it drop off a cliff after the excitement dies down?

Things to think about.  Timing.