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Building the future investment firm (part I)

Mar 24, 2026

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12 min read

Building the future investment firm (part I)

Reasonably predicting the future of the asset class by breaking down the history and future of venture capital into four eras

Lessons from $5b founders (part II)

Mar 18, 2026

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15 min read

Lessons from $5b founders (part II)

Biographies and lessons from studying Dylan Field, Evan Spiegel, Palmer Luckey, William Hockey, and Patrick Collison

Lessons from $5b founders (part I)

Mar 9, 2026

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14 min read

Lessons from $5b founders (part I)

Biographies and lessons from studying Henrique Dubugras, Stanley Tang, Alexandr Wang, Vitalik Buterin, and Markus Villig

Notes from a GP (Feb. 2026)

Mar 4, 2026

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25 min read

Notes from a GP (Feb. 2026)

A stream of consciousness over the past month

Clay Norris
Clay Norris
Lessons from Don Valentine

Feb 24, 2026

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14 min read

Lessons from Don Valentine

A collection of operating principles from the man who built Sequoia

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