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Good morning 👋
And welcome back to the grind.
This is part two of a four-part series on how I think about designing a thesis-driven investment firm.
If you choose to be a thesis-driven, you are subscribing to the belief that investments are downstream from other parts of your thinking.
Philosophies → Themes → Theses → Investments
Guiding philosophies are most useful for choosing which asset class to play in. I believe that early-stage venture has, is, and will continue to be the most interesting asset class, and I have shared some of my reasons for why here.
After philosophies are established, it becomes time to be an observer and look through macro patterns on the world is heading. As somebody who regularly talks to people smarter than myself and has written about these types of things for the past ~six years, I am pretty opinionated on themes.
After a lot of narrowing and with the help of hours worth of Claude refinement, these are the five major themes that have created the category for our investment zone.
