- November 2021: On Sequoia’s new fund and Ben Thompson’s response
- July 2022: Facilitating IRL Convos (an app I spend ~5% of my time working on; it’s both hard-tech and a hypothetical consumer marketplace, so hard to get going…; my goal is to combat loneliness, discrimination, and polarization)
I recognize blogging is so mid 2000s, and if my goal was to build a large audience of paying subscribers, I should instead write a regular e-mail (via Substack, of course). But I’m not. Why?
- My goal isn’t to monetize via subscriptions. Instead I write because it’s fun, prevents me from forgetting ephemeral ideas (a turrible feeling), and helps me develop relationships with entrepreneurs and people in the investment industry.
- Writing isn’t my full-time job, so I don’t want additional pressure of producing regular content. I recognize that deadlines force creativity, but I’d rather have more flexible internal deadlines so I’m not constantly stressed. I also want to produce content that I’m proud of.
- Lastly, I plan to edit these essays after publishing. I’ll keep a record of prior versions in case I write something really stupid and someone wants to tell someone else that I wrote something really stupid (I hear it’s a thing…), but my goal is to write something that is really good that I later improve after gaining more perspective and incorporating feedback.
Essays I’m currently working on:
- Aullo: What my timid (part-time, so super timid) foray into entrepreneurship has taught me, a LP, about innovation and VC
- Why LPs are reluctant to allocate to emerging managers even though emerging managers are probably good for LPs and definitely good for the investment industry
- Why LPs probably shouldn’t allocate to crypto directly or via dedicated managers
- Clubhouse: A forum for having conversations with _____, despite their _____
- A big reason why I’m an optimist: part of my grandmother’s story and our shared connection with an innovative institution
- Oft-forgotten laws and regulations that affect innovation and asset prices
- What drives returns? Risk?