LEC commentary on our investment in Duo Security, who Cisco acquired for $2.35 billion
Our Investor Letter from Q1 2017 on the changing retail and e-commerce landscape.
Our investor letter from Q3 2016 shares thoughts on the path to fully autonomous vehicles.
Here is our letter from Q2 2015 on how we think about Unit Economics
Here is our letter from Q4 2013 on why we think about Business Model Purity
Here is our letter from Q2 2013 on why we have been drawn to Marketing Software businesses
Here is our letter from 2012 on why we have been drawn to SaaS businesses
Discussion of Online Marketplaces from our Quarterly Letter in Q3 2014
LEC Thought Piece on SMB software included in our Q3 2013 Investor Update
Nicolas Brusson, BlaBlaCar Co-founder, discusses the company's roadmap and progress.
Considerations for partnering with large companies and importance of finding the right point person