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Firm Building

Sequoia, Part III: The Operating System

Jul 1, 2026

Sequoia, Part III: The Operating System

How Sequoia turned judgment into a repeatable system.

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Sequoia, Part II: The Apprentices

Jun 9, 2026

Sequoia, Part II: The Apprentices

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

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Sequoia, Part I: The Redwood

Jun 2, 2026

Sequoia, Part I: The Redwood

How Don Valentine designed a firm to outlast its founder.

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Introducing Outlaw

May 12, 2026

Introducing Outlaw

A manifesto on the origins of alpha and why the investment firm of the future will be built on top of a writing portfolio

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Building the future investment firm (part I)
LockSimple

Mar 24, 2026

Building the future investment firm (part I)

Reasonably predicting the future of the asset class by breaking down the history and future of venture capital into four eras

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