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TBJ Investments
Executive | Entrepreneur | Investor
Recent Activity
As hinted at earlier, I believe this time really IS different for the collaboration between the tech industry and DOD. Unlike the 20+ years of the Global War On Terror (GWOT), where the opportunities to deploy innovative technology were limited... Continue reading
Posted Feb 5, 2024 at Head in The Cloud(s)
Time really IS a flat circle. Once upon a time, the collaboration between the U.S. Department of Defense (DOD) and the tech industry was ironclad. In truth, the tech industry WAS the defense industry. What we know as Silicon Valley... Continue reading
Posted Nov 27, 2023 at Head in The Cloud(s)
Thoughts on how to allocate equity for early stage startup founders: Continue reading
Posted Oct 19, 2022 at Head in The Cloud(s)
Thoughts on whether or not to become a Startup CEO for scientific founders: Continue reading
Posted Mar 11, 2022 at Head in The Cloud(s)
As expected, a second wave of clean energy investing is now in force. Experienced investors from the first wave (2005-2014) who had less than impressive returns are back in action. Much like the second wave of internet investing that led... Continue reading
Posted Nov 5, 2020 at Head in The Cloud(s)
Recent Media Appearances: Continue reading
Posted Oct 17, 2020 at Head in The Cloud(s)
Here's where SPAC's make sense: If you take the old school mentality that an IPO is a financing mechanism, and not a liquidity mechanism, a SPAC is ideal for Cleantech. A SPAC IPO provides access to funding to take a... Continue reading
Posted Oct 13, 2020 at Head in The Cloud(s)
Predictions for rest of 2018: 1. SAFE Notes will increasingly show themselves to be one way piers, and not bridges to preferred rounds 2. Lowered barriers to entry mean that there is an oversupply of SaaS companies. We're start to... Continue reading
Posted Feb 12, 2018 at Head in The Cloud(s)
Congrats to iRhythm Technologies on their IPO today! Proud to be an investor. Continue reading
Posted Oct 20, 2016 at Head in The Cloud(s)
Quick Summary of Past/Current Investments: * Mohr, Davidow Ventures ENF VII * Mohr, Davidow Ventures ENF VIII * Bessemer Trust Meadowbrook Equity Fund * Buzzient * BionTTech * Eba Systems * OpenVision Technologies * Veritas Software * Symantec * CardioDX... Continue reading
Posted Jul 11, 2016 at Head in The Cloud(s)
Seems that the #Brexit is settling in. From my experience running a software operation from the UK with multiple European operations and customers, it's about to get nasty if England(!) doesn't get access to the Common Market. Bring back the... Continue reading
Posted Jun 29, 2016 at Head in The Cloud(s)
Venture capital (VC) firms spent over $25 billion funding clean energy technology (cleantech) start-ups from 2006 to 2011. Less than half of that capital was returned; as a result, funding has dried up in the cleantech sector. But as the... Continue reading
Posted Jun 25, 2016 at Head in The Cloud(s)
Research I contributed to on Cleantech VC is now up on SSRN. It made the top 10 Downloads list: Continue reading
Posted Jun 25, 2016 at Head in The Cloud(s)
Great to have @POTUS call for Silicon Valley to get more involved in National Security. In reality, the valley has taken a 10 year hiatus from this domain. Continue reading
Posted Dec 7, 2015 at Head in The Cloud(s)
There's an interesting article today by Sarah Lacy in Pando Daily. In it, she analyzes why there seem to have been a lot of high-profile failures among "celebrity" startups that had raised tons of money, and were being touted as... Continue reading
Reblogged Aug 12, 2015 at Head in The Cloud(s)
Here's my recent comments on Fred Wilson's blog re: Tech Diversity Continue reading
Posted Jan 10, 2015 at Head in The Cloud(s)
I'm hearing more and more about Open Data. Good discussion to have; we don't need to create as much new data as much as provide access to what's already there... Continue reading
Posted Jun 24, 2014 at Head in The Cloud(s)
Lots of big VC rounds are being raised. A number of companies have raised $100M+. It's probably important to note two things: 1. The collective market caps of companies in certain sectors exceed the market sizes of those sectors 2.... Continue reading
Posted Jun 10, 2014 at Head in The Cloud(s)
Source: Flickr via Needless to say, the campaign would be quite...explosive... Continue reading
Reblogged Mar 7, 2014 at Head in The Cloud(s)
In his Siebel Essentials blog, Alexander Hansal continues his exploration of the Siebel Open UI. via VERY interesting. Oracle going to monthly updates on Siebel.Implies a lot more life in the platform. This is logical since Oracle gets $1B... Continue reading
Reblogged Jan 30, 2014 at Head in The Cloud(s)
By Bruce Cleveland via Couple points to add: 1. Siebel maintenance spend is actually growing not decreasing. Siebel customers spent $1B on maintenance in 2013, up from about $600M in 2011. 2. Saleforce may dominate the edge of the... Continue reading
Reblogged Jan 27, 2014 at Head in The Cloud(s)
2013 was a year of transition. 2014 is going to be a year of dramatic changes. First off, we've made a few key moves at TBJ Investments over the winter. The most dramatic of which is that we moved out... Continue reading
Posted Jan 25, 2014 at Head in The Cloud(s)
Adding to its portfolio of CRM solutions, Oracle Corporation (NYSE: ORCL) has entered into an agreement to acquire Responsys (NASDAQ: MKTG), a cloud-based email and social marketing company to be part of the Oracle Marketing Cloud. Under the terms of... Continue reading
Reblogged Dec 20, 2013 at Head in The Cloud(s)
By Richard Napier via Why the Buzzient Social CRM offering for Siebel is superior; ability to link social data to current systems of record! #buzzient Continue reading
Reblogged Dec 19, 2013 at Head in The Cloud(s)
By Richard Napier via Unique to Buzzient is the ability to do Social CRM for Hosted, On-Premises, and Hybrid configurations Continue reading
Reblogged Dec 13, 2013 at Head in The Cloud(s)