Apr 2, 2026
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16 min read
Thesis unbundling, research from $5b founders, lessons from the greats, and the firm blueprint for the future
Mar 24, 2026
12 min read
Reasonably predicting the future of the asset class by breaking down the history and future of venture capital into four eras
Mar 18, 2026
15 min read
Biographies and lessons from studying Dylan Field, Evan Spiegel, Palmer Luckey, William Hockey, and Patrick Collison
Mar 9, 2026
14 min read
Biographies and lessons from studying Henrique Dubugras, Stanley Tang, Alexandr Wang, Vitalik Buterin, and Markus Villig
Mar 4, 2026
25 min read
A stream of consciousness over the past month
