Hey, I'm Dan! I invest in early-stage startups at Madrona and write the DL, a weekly newsletter about tech in the PNW

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Earnings season for Seattle companies

Redfin and Expedia both had great earnings calls last week with Redfin stock up 20% and Expedia up 10%. These are definitely two companies to track over the next few quarters...

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Amazon is the biggest advertiser on earth

Amazon spent $11B on ads last year. That’s literally enough money to buy an Echo for every single person in America and have $1.5B left over to go acquire Sonos. According to WPP, this represents ~2% of all global ad spend...

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January 2020 PNW Venture Deals

Here are the PNW startups that announced new fundraising rounds in the month of November. These 23 companies raised ~$180M last month!

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Amazon reaches $1T market cap!

Amazon has officially joined Apple ($1.4T), Microsoft ($1.4T), and Alphabet ($1.0T) in the cuatro commas club! To celebrate, here are a few great quotes from haters including Barron’s 1999 Amazon.bomb article:

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Why VCs love SaaS Businesses

VCs love SaaS businesses because most public SaaS companies need less than $1 of capital to acquire $1 of ARR. Here's how SaaS capital efficiency compares to other types of businesses

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Spokane's Top Startups

Here’s a report highlighting 30 of the most exciting startups in eastern Washington...

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Okta's startup picks

Every year Okta publishes a report on the fastest growing apps used by their customers, and it’s a great crystal ball for startups...

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PSL Studio Deep Dive

Part Two on PNW / Seattle venture firms and what they are investing in. Here we’ll take a closer look at PSL...

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ARK Big Ideas 2020

I really like ARK’s research reports because they do a good job analyzing markets from first principles (even though I sometimes disagree with their conclusions). Here’s a link to their 2020 report...

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🚀 Rocketship stocks

Space travel is super hot. Over the last two months, Virgin Galactic’s stock has jumped from $7 to nearly $20...

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