Sara Sun

Posts by Sara Sun

IOT: A TALE OF OPPORTUNITY AND RISK

by on August 3, 2018 11:57 am
BLUF (Bottom Line Up Front) IoT is still at the “Peak of Inflated Expectations”, and marching full speed ahead The “Security of Things”, however, will be an afterthought, again “The Venturesome Economy” If I had told you in the early 1990s that an emerging technology was going to be the next best thing since sliced… Read more IOT: A TALE OF OPPORTUNITY AND RISK

THE CURIOUS CASE OF CYBERSECURITY

by on July 27, 2018 10:48 am
BLUF (Bottom Line Up Front) Cybersecurity ventures saw longer time-to-exits and lower multiples The worsening supply-demand gap for cybersecurity professionals is an economics puzzle Cybersecurity’s prevention-centric value proposition is a tough sell (and the old FUD sales pitch is not helping!) Cyber Picks: Value or Value “Traps”? Someone asked me the other day, “what is… Read more THE CURIOUS CASE OF CYBERSECURITY

DREAMING OF THE AI-DRIVEN ENTERPRISE

by on July 19, 2018 11:29 pm
BLUF (Bottom Line Up Front) Your AI projects can fail due to a lack of true and business-minded data scientists Your AI projects can fail due to a lack of a vocal C-level advocate Your AI projects can fail due to a lack of dedicated resources. Your AI projects can fail due to detractors working… Read more DREAMING OF THE AI-DRIVEN ENTERPRISE

IS YOUR CLOUD-BASED, AI-DRIVEN TECHNOLOGY SOLVING A REAL PROBLEM?

by on July 13, 2018 12:00 pm
BLUF (Bottom Line Up Front) Cloud and open source technologies have lowered the up-start cost of tech ventures. But the success of (most, if not all,) businesses still hinges upon a real value proposition. The dual and the genesis of a real value proposition is a great pain point.   The Lucky PhD Co-Founders  … Read more IS YOUR CLOUD-BASED, AI-DRIVEN TECHNOLOGY SOLVING A REAL PROBLEM?

A CONTRARIAN’S GUIDE TO VENTURE INVESTING FOR THE 2020S - Part I.

by on July 9, 2018 8:15 am
BLUF (Bottom Line Up Front) Be clear: We do not know what the next big thing will be. First-principles thinking still holds (i.e. we want to find those ideas that are both “non-consensus” and “right”).   Disclaimer: if you are looking for investment ideas about specific companies and verticals/industries here, you will be disappointed. This… Read more A CONTRARIAN’S GUIDE TO VENTURE INVESTING FOR THE 2020S - Part I.