May 12, 2026
A manifesto on the origins of alpha and why the investment firm of the future will be built on top of a writing portfolio
Apr 2, 2026
Thesis unbundling, research from $5b founders, lessons from the greats, and the firm blueprint for the future
Dec 31, 2025
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
