VC POV

I went back and tagged the founders I’ve backed with a few attributes. The data challenged two of my strongest prior beliefs.

I spent last weekend doing something I’ve wanted to do for years but never quite had the data or time for.

Venture capital does itself no favors with an all-or-nothing mindset.

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?