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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The Future of EdTech

Scott Galloway wrote a great piece on the future of education in NY Mag, and instead of just naming startups building personalized education tech, he says:

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How to Close a $10B Deal

A couple weeks ago, the Department of Defense released a 317 page report on the $10B JEDI contract. While the report was meant to investigate misconduct, it’s also a great look at how the digital transformation and procurement pro

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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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Get rich (selling software) or die tryin' (anything else)

It seems to me there are two dominant startup models in tech today...

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The disruption of disruption

Last week Ben Thompson published an interesting article called “The End of the Beginning” where he lays out his vision for the future of the tech industry...

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