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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

Investment thesis (Outlaw 1.0)

Feb 17, 2026

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14 min read

Investment thesis (Outlaw 1.0)

The fourth and final pillar of a thesis-driven investment firm

Clay Norris
Clay Norris
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