Vertical software CFO - Previously 9-10yrs investing in software businesses. Trained historian. Emphasising what isn't obvious. Views my own.

Joined November 2014
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I started noting down some thoughts and current interests as a software investor - site is up and just added first couple posts. Posts will come every now and then and cover all things software, finance, strategy and cloud infrastructure :) #SaaS crossingthepond.co.uk/
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George Bartlett retweeted
Here's some two-tier policing for you. Yesterday, the police were protecting the illegal sale of stolen Palestinian land at an Israeli property show held inside a synagogue. Today, they were arresting and carting off pensioners holding signs under terrorism laws.
Homes in illegal Israeli settlements promoted at London property show trib.al/7zZD1uK
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George Bartlett retweeted
I stayed in the Armenian Quarter of Jerusalem for several weeks in 1994, while writing From the Holy Mountain. I regularly used to hear armed Settlers shouting "Death to the Arab," as they passed along the outer walls, smashing windows and breaking into shops. Now the Settlers have seized a chunk of the Patriachate that has been Armenian land since the 4th century. The Patriach writes that the Christian presence is under "existential threat."
Christian presence in Jerusalem under “existential threat”
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George Bartlett retweeted
Which EU leaders think Ben Gvir is a nice chap?
#BREAKING: EU’s top diplomat Kallas: No consensus reached by EU foreign ministers to pass sanctions against #Israel’s Ben Gvir arab.news/yexf9
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George Bartlett retweeted
There's a Genocide happening in Gaza. Our Government is arresting pensioners for holding cardboard signs that say "I support Palestine Action." And Andy Burnham - labours apparent last hope - won't even acknowledge what's really happening.
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George Bartlett retweeted
Feel like I need to hear more about Haotong’s internal battle with bad Haotong
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George Bartlett retweeted
TUCKER CARLSON: "Is there a sense within Israel of what's happening in Gaza?" GIDEON LEVY: "No sense and no interest… I can assure you, Tucker, that any TV viewer in Omaha, Nebraska, saw so much more of Gaza than a Tel Avivian who lives next to me"
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George Bartlett retweeted
New Amnesty International report on how Israel is annexing 60% of the West Bank through a campaign of state sponsored mass expulsion.
Entire Palestinian communities are disappearing from the map. This is not an accident. It’s by design. New Amnesty research exposes the scale of Israel’s campaign of ethnic cleansing and unlawful annexation in the occupied West Bank. Our new report details how Israel’s ethnic cleansing campaign is state-led, and state-sponsored, not driven by rogue settlers or so-called extremist ministers. We’re calling on all states, including the UK, to halt all trade, cooperation and investment relations enabling unlawful occupation, apartheid, ethnic cleansing and impose sanctions on implicated officials Read on: amn.st/6011B8Nr0B
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George Bartlett retweeted
I suspect either a tray table was down, or one of the window blinds was still half open.
United Airlines B767 Landing Goes Wrong at Zurich Airport What went wrong here?
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George Bartlett retweeted
I’m at the bottom of a multi-layer SPV and am looking forward to the SpaceX IPO in much the same way a golden retriever looks forward to a car ride: - thrilled to be involved - no clue how cars work - unsure if going to the park or getting neutered
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George Bartlett retweeted
New footage has emerged in the killing of seven-month-old Palestinian Sam Abu Haikal in the occupied West Bank. The video appears to show the family's car slowing to a stop before an Israeli soldier opens fire. Sky's @AdamParsons reports ⬇️ Latest: trib.al/4JxPta8
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George Bartlett retweeted
This is an astonishing turnaround in public opinion, one of the legacies of Bibi Netanyahu. And because it is most evident among younger Americans, it is not yet fully felt in the political system.
For the first time in two decades of polling, more Americans sympathize with Palestinians (41%) than Israelis (36%), a reversal from 55% to 26% in Israel’s favor before to the October 7th attacks. Even 57% of Republicans aged 18 to 49 now disfavor Israel.trib.al/dcUq28Q
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George Bartlett retweeted
Replying to @DalrympleWill
“A lot of doctors have taken formula feed because they knew there was such a shortage. None has been allowed in by the Israelis. They are very specifically confiscating baby formula. They confiscated every single carton of formula feed.” —Dr Nick Maynard

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George Bartlett retweeted
Promising
I’ve visited Khan Al-Ahmar three times over the past decade. I recorded this video in 2018. Settlement expansion is illegal, it is an injustice inflicted on the Palestinians, it undermines two states and doesn’t make Israel any safer.
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George Bartlett retweeted
Israel responds to Iran's retaliatory strikes by cutting off all aid to Gaza. This is a state which routinely collectively punishes civilians as a tactic of war. This is monstrous, and it is also a grave war crime.
🚨BREAKING: Israel has closed all crossings into Gaza and halted the entry of humanitarian aid following Iran’s retaliatory strikes on Israel, cutting off supplies to roughly 2 million Palestinians in the territory. Israel has imposed similar blanket closures during previous periods of regional escalation, including immediately after the outbreak of war in late February, collectively punishing Gaza’s civilian population.
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George Bartlett retweeted
Crazy that this is getting barely any coverage. This year’s European Press Prize was just awarded to an investigative report by the Dutch newspaper De Volkskrant. It is entitled “What the Wounds Tell” and in it the journalists Maud Effting and Willem Feenstra document the cases of 114 children in Gaza under the age of 15 who were struck by a single bullet to the head or chest. Almost all of them died or were left severely disabled. They chose to document only the cases of boys and girls under the age of 15 (though often much younger: aged 3, 4 or 7) because these are children who can be immediately identified as such. “A single bullet in these parts of the body is a clear indication that these children were deliberately targeted“, the two journalists write. This is the article: volkskrant.nl/kijkverder/v/2…
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George Bartlett retweeted
Soldiers removed formula baby food from overseas doctors’ bags
Professor Nick Maynard talking about his experience as a surgeon in Gaza
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George Bartlett retweeted
It's nuts (and cool) that this is all finally going public now x.com/i/trending/20630144829…
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George Bartlett retweeted
Another top growth investor held up the palm pre (which he had backed) and said this is the future and if youre games arent on this we wont be investing. I just stared down at my shoe wondering how such mis guided people are allowed to manage so much money.
A junior partner at a top vc told me he was worried i wasnt coachable. I said, i dont see what you can teach me given youve never founded or run a successful company.
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George Bartlett retweeted
A junior partner at a top vc told me he was worried i wasnt coachable. I said, i dont see what you can teach me given youve never founded or run a successful company.
During a pitch a prominent VC once told us the market size for global logistics was only $6B. My CFO’s response: “So you’re saying it’s smaller than the market for USB cables?”
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