Select Writing
Long
Haystack VII
(Sept '23)
Minimum Viable Raise
(Aug '23)
Dealing With a Hangover
(Jul '22)
Refocusing
(Jul '22)
The Round on the Cover
(May '21)
Looking Back, Looking Ahead II
(Nov '20)
Signing Up
(Oct '20)
Dynamism
(Sep '20)
Observer Effect
(April '20)
Looking Back, Looking Ahead
(Dec '19)
Blurred Lines
(Sep '19)
The Governance Swing
(Sep '19)
Short
'Valuation' at seed
(Mar '24)
Curiosity as an investment advantage
(Mar '24)
Investing in a GPT-5+ world
(Feb '24)
Duration moats in product building
(Jan '24)
Investor interest
(Nov '23)
Vertical software
(Oct '23)
AI wedges
(Oct '23)
Toggle deliberation and urgency
(Jun '23)
New data businesses
(May '23)
VC interview prompt
(Apr '23)
Better wrong than vague
(Mar '23)
Slope, not intercept
(Feb '23)
Capital efficiency
(Dec '22)
Designed for value or liquidity
(Nov '22)
Day 0 tools
(May '22)
Starting and scaling
(Apr '22)
Ramp
(Feb '22)
2021 Observations
(Dec '21)
Haystack VI
(Dec '21)