David Cohen — portfolio autopsies

Google/Nest acquired Revolv for $50M then shut the servers in 2016, permanently bricking 300 smart home hubs that customers had paid $300 for

Simple Energy built an electric scooter with a claimed 236-kilometre range to challenge Ola Electric — and shut down in 2023 after raising 24 million dollars and finding it could not match the manufacturing scale or distribution reach of better-funded rivals.

Sweden's food waste marketplace had the mission but Too Good To Go had the execution.

Sidewalk robot startup absorbed by Nuro before reaching commercial scale.

API monitoring pioneer undersold by Postman's freemium wave and acquired below investor expectations.

A smart home hub acquired by Nest for $50M and deliberately bricked by remote software update 18 months later — users' $300 devices were permanently disabled without consent.

The atomic news app that broke stories into digestible facts — shut down when social media made that a feature, not a business