VC POV

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?

When I zoom out, I see seed VC evolving in generations.

The information environment is pushing everyone toward the same conclusions at the same time.