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Dave Kellogg, serial CEO, investor, and advisor, is a prolific blogger over at Kellblog.com. His annual predictions are a must-read for anyone in tech. This year's insights were no exception. Dave recently joined Balderton Capital as an executive in residence. His illustrious career has spanned exec stints at iconic companies like Host Analytics, Salesforce, MarkLogic, and Business Objects before it was acquired by SAP. Among other accolades, Dave’s SaaStr talks routinely rank in the top few most watched.

Dave owns two dubious distinctions: in over 100 episodes, he’s one of only three repeat guests on the podcast. He’s also the biggest Grateful Dead fan we know. The two are only loosely correlated.

Listen and learn:

1. The single SaaS metric that matters most in 2022
2. Dave's advice to innovators: "don't pave cow paths"
3. What's different about the venture ecosystems in Silicon Valley and Europe
4. What's ahead for Web3 and blockchain in the enterprise
5. Why the future of decentralized services requires centralized platforms
6. If 2021 was a Grateful Dead song...

References in this episode:

• Dave's 2022 predictions
• Dave's favorite marketing book: They Ask You Answer
• Moxie Marlinspike on Web3
• Anshu Sharma and the privacy vault
• Causal inference wins the 2021 Nobel Prize in Economics

Costanoa Ventures back tenacious and thoughtful founders who change how business gets done. The firm's investments include companies such as Alation, Demandbase, Directly, Kenna Security, Return Path, Roadster, and Quizlet.

Mark Selcow is a partner at the early-stage investor in enterprise software. Mark invests in companies like LivelyHSA, Quizlet and Skedulo.

Prior to joining Costanoa, Mark was a serial entrepreneur and operator, who led organizations in the enterprise software and consumer Internet sectors. He co-founded and served as President of two companies-- Merced Systems and BabyCenter. BabyCenter was sold to Johnson and Johnson in 2001 and Merced Systems was sold to NICE Systems in 2012.

As a former founder of two startups and now investor, I invited him onto the podcast to learn how raising VC money previously as a founder has impacted his investment style and process and why he invests in enterprise technology versus consumer.

We also discuss the interesting industries and trends he's tracking today. (areas where technology is helping workers become better and more adaptive performers; how and why technology is reinventing the financial and insurance markets).

Mark Selcow, General Partner at Costanoa Ventures, talks about the firm’s primarily B-to-B investment thesis and strong penchant for investing in companies that have grown up outside the Bay Area.

The post 187th 1Mby1M Entrepreneurship Podcast With Mark Selcow, Costanoa Ventures first appeared on Sramana Mitra.