The Nexus: Why I’m Long NYC
When you build here, you aren’t just plugging into a “tech scene” – you are plugging into the actual machinery of the world.
Micah Rosenbloom
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Thinking in Years, Not Months or Quarters
My outlook for 2026.
The Golden Vintage: Did We Mistake Alpha for Beta?
In hindsight, the 2009-2015 era looks like a “Golden Vintage.” But looking back with an honest lens, I have to ask: Was it all skill, or was there a massive arbitrage opportunity?
Teamwork Makes the Dream Work – At Least for Me
Why I’d never be a solo GP or solo founder.
VC Secondaries (and Lions and Tigers, Oh My)
With the IPO window still creaky and M&A volume unpredictable, the secondary market has exploded into a $200 billion beast.
While Everyone Was Paying Attention Elsewhere…
The interesting value creation is almost always happening in the corners.