During my run today, I noticed two Waymo cars parked in the neighborhood. As you may know, the company is launching a driverless ride service. This got me thinking about the major tech players in the autonomous car market, including Google (Waymo), Apple, and Tesla. I’ve often wondered why there’s…

I had lunch with the commercial real-estate king of Arizona yesterday and we were talking about all the things going on in the world — interest rates, regional banks, work from home etc. I asked him what he saw in the tea leaves for the future of commercial real-estate. …

Have you ever had that feeling that you are the smartest person among your peers? Or maybe you think that you know everything there is to know about a particular topic? It is a common trait among people, but what if I told you that this way of thinking is…

Startup founders are always navigating their way through unchartered territories and learning how to overcome critical obstacles. One of the trickiest parts of any startup’s journey is to unblock the sales cycle. Recently, I had the privilege of having dinner with Amy Jackson, founder of DWP Capital’s portfolio company, Statera…

As an investor, it’s important to study the strategies employed by successful capital allocators for their own balance sheets. Brian Portnoy’s book, “How I Invest My Money,” provides insights into the investment strategies of some of the greatest capital allocators of all time. …

The following is an excerpt from my quarterly market intelligence memo that I send to DWP friends and limited partners. If you would like to have access to the entire letter, which includes information on deal flow pipeline and valuation ranges, please leave a comment and let me know. …

It’s no secret that the United States is facing a shortage of nurses that has been growing steadily over the past decade. According to the American Nurses Association, the U.S. is short around 200,000 RNs and could be short as many as 1 million by 2030. But what if I…

It’s no secret that the United States is facing a shortage of nurses that has been growing steadily over the past decade. According to the American Nurses Association, the U.S. is short around 200,000 RNs and could be short as many as 1 million by 2030. But what if I…

I have been seeing tons of companies that have raised $5M and are still $500k-$1M in ARR. They are going to market looking for funding because they have just now found product market fit and they just need some capital to “turn on” sales. I love the “turn on sales”…