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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

🎁The Unbundling of Venture CapitalπŸ™ˆWhy Most VCs Suck At TalentπŸ₯·The Renegades of Venture CapitalπŸͺ¨The Blackstone Of Innovation🦁Eat What You Kill: The Meritocracy of Venture CapitalπŸ€Playing Different (Stupider) GamersπŸ™The Puritans of Venture CapitalThe Unholy Trinity of Venture CapitalThe Unholy Trinity of Venture Capital

The Hall-of-Fame of Bad Behavior

πŸ’΅The Rise of The Cash Man🏦Stewards of CapitalπŸ”Where Have All The Good Ones Gone?πŸ”₯The Gospel of ARK InvestInstitutionalized Belief In The Greater FoolInstitutionalized Belief In The Greater Fool

The Hype Cycle

πŸ”„The Hype Cycles of Venture CapitalUpdating The Hype CycleUpdating The Hype Cycleβ›ͺBlaspheming Against The HypeπŸͺžOn Hype And Hot Air🎈Hype Deflation & Inflation

My β€œWork” Series

🚜Toil We MustπŸ’ͺThe Renaissance of Rise and GrindπŸͺ¨The Hardening of the Great Softening

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

πŸ†˜How can I be helpful vs. Is this helpful?🏭The Productization of Venture CapitalπŸ‘‹The Tales of Usefulness Have Been Greatly ExaggeratedπŸ’Let Me Know How I Can Be Helpful🌌You Don’t Want My Value Add

Renegade Spotlights

β˜•Renegade Spotlight: Homebrew🌎Renegade Spotlight: LowercarbonπŸ‘ΎRenegade Spotlight: Paradigm

Selected Essays

☠️Natural Selection Among Startups🐣Kids 3.0πŸ‘”The Professionalization of StartupsπŸ›£οΈA Tale of Two MarketsπŸ€‘What's In a Valuation?πŸ‘ŠI Love The Taste of Pain in the MorningNetworked Conviction: Roam + InvestingNetworked Conviction: Roam + InvestingBuilding the Global Knowledge GraphBuilding the Global Knowledge GraphπŸ‘‘The Importance of Arguing With Yourself♦️Employees Wanted, The Educated Need Not ApplyπŸ‘©πŸΌYou Don’t See Many Mothers These DaysπŸ€¦πŸ»β€β™‚οΈI’m the Dumbest Person in the Room. Again.πŸ›ΆIs The Lean Startup a Stupid Way to Start a Company?πŸ‘¨πŸ»β€πŸŽ“My Experience at Campus Founders FundπŸ•―οΈEducation: Turning a Debt Market into an Equity MarketπŸ‡ΊπŸ‡ΈThe American Dream: Stop Calling it Capitalism⏰The Natural Selection of Time: Guess what? You’re Not Busy.