Jan 26, 2026
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15 min read
A stream of consciousness over the past month
Jan 20, 2026
13 min read
The first pillar of a thesis-driven investment firm
Jan 12, 2026
8 min read
Investor jargon and language cliché mistakes I made that I now filter for
Jan 5, 2026
29 min read
Crowdsourcing the most realistic projections of where things are heading in the year ahead
Dec 31, 2025
25 min read
Updates on Confluence, my take on the state of the venture market, the new playbook for first-time funds, founder personas I am betting on, and some things I am thinking through
