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Essays

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An archive of the things I've written across Medium, Substack, Twitter, napkins. Some of it, anyways.

The Future of Venture Capital

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The Unbundling of Venture Capital
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Why Most VCs Suck At Talent
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The Renegades of Venture Capital
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The Blackstone Of Innovation
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Eat What You Kill: The Meritocracy of Venture Capital
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Playing Different (Stupider) Gamers
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The Puritans of Venture Capital

The Hall-of-Fame of Bad Behavior

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The Rise of The Cash Man
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Stewards of Capital
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Where Have All The Good Ones Gone?
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The Gospel of ARK Invest
Institutionalized Belief In The Greater Fool
Institutionalized Belief In The Greater Fool

The Hype Cycle

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The Hype Cycles of Venture Capital
Updating The Hype Cycle
Updating The Hype Cycle
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Blaspheming Against The Hype
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On Hype And Hot Air

The β€œLet Me Know How I Can Be Helpful” Series

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How can I be helpful vs. Is this helpful?
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The Productization of Venture Capital
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The Tales of Usefulness Have Been Greatly Exaggerated
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Let Me Know How I Can Be Helpful
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You Don’t Want My Value Add

Renegade Spotlights

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Renegade Spotlight: Homebrew
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Renegade Spotlight: Lowercarbon
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Renegade Spotlight: Paradigm

Selected Essays

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Natural Selection Among Startups
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Kids 3.0
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The Professionalization of Startups
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A Tale of Two Markets
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What's In a Valuation?
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I Love The Taste of Pain in the Morning
Networked Conviction: Roam + Investing
Networked Conviction: Roam + Investing
Building the Global Knowledge Graph
Building the Global Knowledge Graph
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The Importance of Arguing With Yourself
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Employees Wanted, The Educated Need Not Apply
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You Don’t See Many Mothers These Days
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I’m the Dumbest Person in the Room. Again.
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Is The Lean Startup a Stupid Way to Start a Company?
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My Experience at Campus Founders Fund
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Education: Turning a Debt Market into an Equity Market
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The American Dream: Stop Calling it Capitalism
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The Natural Selection of Time: Guess what? You’re Not Busy.