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📶 VOL, pricing improbability, and positioning yourself in an increasingly unpredictable world
LockSimple

Oct 29, 2025

•

10 min read

📶 VOL, pricing improbability, and positioning yourself in an increasingly unpredictable world

How to win as the world becomes harder to predict

📶 some thoughts on the right # of companies per fund
LockSimple

Oct 28, 2025

•

8 min read

📶 some thoughts on the right # of companies per fund

Why more > less, where value accrues for AI companies, and Sequoia raises another set of funds

breaking down the a16z flywheel
LockSimple

Oct 27, 2025

•

11 min read

breaking down the a16z flywheel

Some thoughts on how a16z is playing different games

📶 some thoughts on engineering luck
LockSimple

Oct 24, 2025

•

7 min read

📶 some thoughts on engineering luck

Ways to get luckier, data on deal counts and dollars, a16z is raising another massive fund, and some more signs of hope for emerging managers

📶 some unfiltered thoughts for somebody thinking about starting their own investment firm
LockSimple

Oct 23, 2025

•

9 min read

📶 some unfiltered thoughts for somebody thinking about starting their own investment firm

Playing devil's advocate against the advice that everybody should start their own firm

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