Thau: Vertically integrated products succeed better in early markets
Kevin Thau · 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital · Jan 3, 2018 · at 8:57
Kevin Thau is a General Partner at Spark Capital. He discusses market timing and product strategy based on his experience at OpenWave, Twitter, and observing companies like Sonos and BlackBerry.
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“The companies that do a vertically integrated product when the market's early seem to have a better chance, in my opinion, than trying to be one piece of technology in the stack of a market before the market is there.”
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