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

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Why I'm Obsessed with TikTok

If you’re someone who cares about tech trends, you need to get on TikTok. As of this fall, TikTok is officially more popular with teens than Facebook, and it’s growing rapidly (1.5B users, 500M+ added this year).So what is it?

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Value creation and value capture - SR99 case study

Last week the Seattle Times reported that it costs $0.30 to collect $1.00 for the 99 Tunnel toll. Apparently, back when people collected physical money in tollbooths, collection overhead was 20-30%, so 30% is really bad.

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Nike vs. Amazon - Brands vs. Sellers

Lots of coverage on Nike’s break-up with Amazon last week... One thing that jumped out to me here is if you look at Amazon’s flywheel diagram, it highlights “sellers,” not “brands.”

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What Dan's Talking About

Dan's weekly summary of interesting articles, great books, cool videos, and internet memes

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What seed-stage companies is Madrona investing in?

Last week, The Information wrote an article on the top seed investors over the past decade, and Madrona was one of the ten firms on the list... So what does the next generation of Madrona’s startups look like?

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Go Sounders! ⚽⚽⚽ - ⚽

In case you want to know what it’s like to invest in a championship-winning sports team, check out this Q&A with Terry Myerson (a DL exclusive! 😊)...

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Investing in the Sounders: Q & A with Terry Myerson

Sports teams are 🔥! Every NFL, NBA, and MLB franchise is now worth at least $1B, and there are 52 teams across all sports worth at least $2B, up from one (Manchester United), in 2012. Last week the Sounders announced new owners

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October 2019 PNW Venture Deals

Here are the PNW startups that announced new fundraising rounds in the month of October. These 18 companies raised $480M+ last month!

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JEDI - Joyfully Evaluating DoD Infrastructure

A couple of weeks ago, Microsoft won the $10B JEDI contract to provide “enterprise level, commercial Infrastructure as a Service and Platform as a Service to support Department of Defense business.” <– (i.e., cloud ☁️)...

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Seattle Unicorns

It’s been a great year for Seattle unicorns.

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