Jayhawkjeff
@jayhawkjeff.bsky.social
"Putting your house in order, if you can do it, is one of the most comforting activities, and the benefits of it are incalculable." - Leonard Cohen
Jayhawks/Broncos/Jazz/Royals
I do VC @rsv.bsky.social, teach @ UVF Crossroads, and complain here!
Jayhawks/Broncos/Jazz/Royals
I do VC @rsv.bsky.social, teach @ UVF Crossroads, and complain here!
A bit of end of year data from Crunchbase. This is the number of venture "seed" financings over $100M. LOL 😀 This likely won't end well for a number of investors.
December 12, 2025 at 3:30 PM
A bit of end of year data from Crunchbase. This is the number of venture "seed" financings over $100M. LOL 😀 This likely won't end well for a number of investors.
2-0. A little less confident in this next one, but we will do it live!
Jazz v OKC!
Jazz v OKC!
December 8, 2025 at 12:48 AM
2-0. A little less confident in this next one, but we will do it live!
Jazz v OKC!
Jazz v OKC!
There is chart crime here, but I was fascinated by this data on people living paycheck-to-paycheck. The net/net here is that the number is up about 7% (give or take noise) over the last 24 months. That can't be good! You can dig into the data for your self here:
www.pymnts.com/study_posts/...
www.pymnts.com/study_posts/...
November 24, 2025 at 4:59 PM
There is chart crime here, but I was fascinated by this data on people living paycheck-to-paycheck. The net/net here is that the number is up about 7% (give or take noise) over the last 24 months. That can't be good! You can dig into the data for your self here:
www.pymnts.com/study_posts/...
www.pymnts.com/study_posts/...
You can see in this data from Carta that seed funding is starting to deteriorate for startups, catching up (catching down?) to the deterioration across the rest of the market. I would expect this trend to continue for awhile. It's a pretty tough market for startups right now.
November 21, 2025 at 4:59 PM
You can see in this data from Carta that seed funding is starting to deteriorate for startups, catching up (catching down?) to the deterioration across the rest of the market. I would expect this trend to continue for awhile. It's a pretty tough market for startups right now.
That’s pretty rad!
November 12, 2025 at 1:43 AM
That’s pretty rad!
I don't buy that the Trump Admin has anything to do with this productivity surge (as the headline would suggest). Trend was that way anyway for 3/4 sectors. But I am fascinated that a productivity surge has survived. ht to @adamtooze.bsky.social for highlighting this. www.ft.com/content/b72e...
November 10, 2025 at 9:40 PM
I don't buy that the Trump Admin has anything to do with this productivity surge (as the headline would suggest). Trend was that way anyway for 3/4 sectors. But I am fascinated that a productivity surge has survived. ht to @adamtooze.bsky.social for highlighting this. www.ft.com/content/b72e...
This time-to-liquidity function over the last decade may not seem like much, but if you apply an inflation adjusted impact to IRR calculation to this, the impact on most venture funds is pretty substantial. It's a hard business. Has been for awhile.
November 10, 2025 at 4:59 PM
This time-to-liquidity function over the last decade may not seem like much, but if you apply an inflation adjusted impact to IRR calculation to this, the impact on most venture funds is pretty substantial. It's a hard business. Has been for awhile.
5) Go Local: We are going to be valued local community members. Sponsors of the high school volleyball team. Community theatre wrap-party place. Come watch the game place. Book-it on Steroids. Lean into what made you great to begin with.
November 5, 2025 at 1:15 AM
5) Go Local: We are going to be valued local community members. Sponsors of the high school volleyball team. Community theatre wrap-party place. Come watch the game place. Book-it on Steroids. Lean into what made you great to begin with.
4) Pillage GenX Wallet: Lean HARD on nostalgia to reinvigorate a customer base who really wants to eat at Pizza Hut if we give them a reason. ET movie promotional glasses? Yep! Checkered table cloths? Tiffany-style lights? Sold! We are going to steal money from everyone 48 and over. 5/7
November 5, 2025 at 1:15 AM
4) Pillage GenX Wallet: Lean HARD on nostalgia to reinvigorate a customer base who really wants to eat at Pizza Hut if we give them a reason. ET movie promotional glasses? Yep! Checkered table cloths? Tiffany-style lights? Sold! We are going to steal money from everyone 48 and over. 5/7
3) Get physical... that's right, we're gonna build some restaurants. And they're gonna look like Pizza Huts (see post 1). Salad Bars ✅ They're going to be incredibly clean. We're going to add opportunities to "watch the game" with friends or have a quick family dinner. And we'll have this⬇️ 4/7
November 5, 2025 at 1:15 AM
3) Get physical... that's right, we're gonna build some restaurants. And they're gonna look like Pizza Huts (see post 1). Salad Bars ✅ They're going to be incredibly clean. We're going to add opportunities to "watch the game" with friends or have a quick family dinner. And we'll have this⬇️ 4/7
2) Next, we're going to invest in high quality delivery. Domino's already showed you how... invest in your tech. Invest in a high quality and reliable delivery network. Invest in making sure the investments you made in your pizza quality actually survive the journey to the customer. That's it. 3/7
November 5, 2025 at 1:15 AM
2) Next, we're going to invest in high quality delivery. Domino's already showed you how... invest in your tech. Invest in a high quality and reliable delivery network. Invest in making sure the investments you made in your pizza quality actually survive the journey to the customer. That's it. 3/7
1) We're gonna fix the pizza. It's not good. This isn't quite as easy as just rolling back a few versions, but that's basically what we're gonna do. We are going to shrink the menu and nail every product on it. Remember this? ⬇️ When you order a pizza from us, it will be great. 2/7
November 5, 2025 at 1:15 AM
1) We're gonna fix the pizza. It's not good. This isn't quite as easy as just rolling back a few versions, but that's basically what we're gonna do. We are going to shrink the menu and nail every product on it. Remember this? ⬇️ When you order a pizza from us, it will be great. 2/7
I fully intend to convince someone to give me a crack at turning Pizza Hut around. I'm a 4X CEO, 3X Founder (including a VC Firm), and dedicated Pizza Hut Fan. I KNOW I can do this!
My five point Pizza Hut Turnaround Plan. Please forward this to a PE Firm manager. Re-Skeet to spread the word. 1/7
My five point Pizza Hut Turnaround Plan. Please forward this to a PE Firm manager. Re-Skeet to spread the word. 1/7
November 5, 2025 at 1:15 AM
I fully intend to convince someone to give me a crack at turning Pizza Hut around. I'm a 4X CEO, 3X Founder (including a VC Firm), and dedicated Pizza Hut Fan. I KNOW I can do this!
My five point Pizza Hut Turnaround Plan. Please forward this to a PE Firm manager. Re-Skeet to spread the word. 1/7
My five point Pizza Hut Turnaround Plan. Please forward this to a PE Firm manager. Re-Skeet to spread the word. 1/7
Crunchbase tells us it's getting slightly harder to secure seed financing over the last year. It's probably even harder than this graph indicates if you take into account some of the capital concentration in fewer funds we've seen.
November 3, 2025 at 4:59 PM
Crunchbase tells us it's getting slightly harder to secure seed financing over the last year. It's probably even harder than this graph indicates if you take into account some of the capital concentration in fewer funds we've seen.
As a Broncos fan quietly minding my business in this stadium, let me just say
🤣🤣🤣🤣🤣🤣🤣
🤣🤣🤣🤣🤣🤣🤣
October 5, 2025 at 8:10 PM
As a Broncos fan quietly minding my business in this stadium, let me just say
🤣🤣🤣🤣🤣🤣🤣
🤣🤣🤣🤣🤣🤣🤣
Drop an old person you are going to turn into in the future.
September 2, 2025 at 4:05 AM
Drop an old person you are going to turn into in the future.
The Kansas sunset hits a li’l diff’ernt
August 27, 2025 at 1:35 AM
The Kansas sunset hits a li’l diff’ernt
I can’t tell you what to do, but doubt your new AI Overlords at your own peril. My old lily white ass is already trapped in the matrix I guess. 🤷♂️
August 20, 2025 at 9:25 PM
I can’t tell you what to do, but doubt your new AI Overlords at your own peril. My old lily white ass is already trapped in the matrix I guess. 🤷♂️
This evening’s walk was fine too.
July 28, 2025 at 3:17 AM
This evening’s walk was fine too.
I simply never tire of the view. I’m fortunate to get to experience it.
July 26, 2025 at 5:41 PM
I simply never tire of the view. I’m fortunate to get to experience it.