Articles by Andy Rachleff

What To Make of the Mercurial Market

We get it. The stock market gyrations over the last few months have created a lot of unrest.

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Data is the New Frontier

In August 2011 Marc Andreessen wrote a Wall Street Journal op-ed that famously explained why, “software is eating the world.” As we explained in Demystifying VC Economics, Part 5, industry after industry is being disrupted by new entrants that implement much of the incumbents’ value in the form of a software-based service that can be

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What Goes Up Must Come Down

Yesterday the Dow plunged almost 1,600 points, the biggest single day point (but not percentage) decline in history. If the past is any predictor of the future, I would expect many of our clients will feel incredibly unsettled as a result.

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Following the Rules

There’s not much debate that computers are better at routine tasks than people. But most people don’t realize that good investing is incredibly routine.

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