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Onramps, reservoirs of credibility, & smile curves (Outlaw Q3 2026 Letter)

Oct 5, 2026

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16 min read

Onramps, reservoirs of credibility, & smile curves (Outlaw Q3 2026 Letter)

Product-led investment firms, onramps to capital, barrel farming, building the connective tissue for OOD talent, and uncomfortable truths I have had to answer

Clay Norris
Clay Norris
Announcing The Vintage Project

Aug 4, 2026

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5 min read

Announcing The Vintage Project

500+ pages on the stories behind iconic investment firms

Clay Norris
Clay Norris
Sequoia, Part III: The Operating System

Jul 1, 2026

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13 min read

Sequoia, Part III: The Operating System

How Sequoia turned judgment into a repeatable system.

Sequoia, Part II: The Apprentices

Jun 9, 2026

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13 min read

Sequoia, Part II: The Apprentices

How a decade of pain became the foundational brand of the most successful venture firm in history.

Sequoia, Part I: The Redwood

Jun 2, 2026

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18 min read

Sequoia, Part I: The Redwood

How Don Valentine designed a firm to outlast its founder.

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