VC POV

Picking well used to be the job. Now, GPs who can’t build an organization are in trouble.

You can’t engineer serendipity, but you can keep showing up for it.

Conviction isn’t the urge to catch up with the room, it’s belief in a founder’s decade-long vision.

So much of VC is the thinking process, not the research.

The algorithm of being a good VC and the algorithm of being a good human and friend are basically the same thing.

Is the confusion a bug or a feature right now — or just the cost of doing business?