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Analyzing 13 Years of My Investing History: Part One
I spent last weekend doing something I’ve wanted to do for years but never quite had the data or time for.
People Over Logos
On founder-market fit and aptness over novelty.
Hype & PR Fade. Patience Compounds.
Venture capital does itself no favors with an all-or-nothing mindset.
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.