Archive

2024

• 08/15 — Joining Sutter Hill Ventures

2021

• 09/29 — Narrative Distillation
• 05/22 — New video series, Closing the Loop
• 02/05 — How to Eat an Elephant, One Atomic Concept at a Time

2020

• 09/22 — The Mike Speiser Incubation Playbook
• 06/19 — Why Figma Wins
• 01/23 — Underutilized Fixed Assets

2019

• 10/24 — Notes on Superhuman’s Acquisition Loops
• 08/16 — The Arc of Collaboration
• 04/09 — Making Uncommon Knowledge Common
• 02/22 — Aligning Business Models to Markets

2018

• 11/20 — 1MDB and Malaysia: Notes and Adjacent Thoughts
• 11/09 — Selection Bias in Poker
• 10/02 — Populism
• 05/01 — The Future Is Forked
• 04/09 — Understanding how Uber & Lyft Grow in Markets