1/ Just realized this morning that it was 5 years ago today that I invested in @densityio ... it has truly been such a great career experience for me. Some notes ...

2/ Density is a privacy-first way to monitor how people or objects move around spaces. Today mostly office spaces. Plus warehouses, schools, retail outlets, government buildings

3/ Density is a software company that gives insights to property owners or occupants. To deliver value it required team to also build hardware. That has been a journey. VCs are scared of HW. It’s challenging but gives SW companies such great defensive moats.

4/ many of the great tech companies have used HW to great advantage. Apple, obvi. But Amazon (Fire, Kindle, Alexa/Echo, Ring). Google (Nest, cameras that built Streetview, Home, FitBit). Peloton. Roku. Just a few obvious ones. HW + SW is so powerful.

5/ Team pitched me on infrared devices. We weren’t convinced on accuracy but bet on team: Andrew, Garrett, Rob, Brian & others who I figured would iterate on solution. Plus, I had huge trust in seed investors @jtriest @Jason who voiced for them & @AvidanRoss who didn’t but liked