Brief thoughts on SVB.
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How not to die by Paul Graham (2007). "As long as you've made something that a few users are ecstatic about, you're on the right track. It will be good…
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Strange times in tech-land these days. If you’re reading this blog, you probably know about this: But have you also noticed… uh… this? It’s a funny sort…
Grading my awful 2022 predictions & making some more anyways
There’s a scene I love in the Amazon original series Red Oaks. It goes like this: David, the young tennis instructor protagonist, has agreed to play…
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A colleague recently told me about a well-known public technology company that is widely admired for its business efficiency and durable growth. It is a…
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This past month I’ve probably had some version of the following conversation a half dozen times: Founder: I need to figure out whether to raise more now…
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Imagine two hypothetical founders/inventors/futurists/icons. Person A identifies an opportunity (say, cryptocurrencies), allocates a portion of his or…
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The Down Round