Lessons from Our LP Meeting
It’s part update, part reflection, part board meeting for our own business.
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Survivorship Bias in VC: How Much of “Conventional Wisdom” Is Actually Wrong?
Do VCs improperly index on outliers?
Serendipity in the Real World & Why Big Events Work
In venture, so much happens in the in-between.
The Rise of Reverse Acquihires
How Big Tech is gutting AI startups without actually buying them.
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Finding Liquidity (It’s Harder Than It Looks!)
As one LP told me, “You’re going to be wrong for selling too early or wrong for not selling – either way you’ll be wrong.”