On My Mind
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A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market
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On the increasing importance of founders controlling their time in market
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The art and science of ending the investing period
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“I’m here for one reason and one reason alone. I’m here to guess what the music might do a week, a month, a year from now. That’s it. Nothing more.”
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Why didn't the market fall on terrible jobless claims? When will stocks return back to pre-COVID prices?
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Go to my notes to read poorly informed morning writings on markets for now
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Inequality gaps of the future, Illiquidity discounts, Escapism in IP universes in 2020, Founders aren't all that matter.
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Narratives & Pseudosecrets, Serendipity in VC is BS, on the *mint* meme, Mobile ML research
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Seeking inspiration, CTRL-Labs & Fund Dynamics, Digital goods of tomorrow
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Here's my investment memo template
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Animation is eating the world | Commoditization in machine learning | Starting your career in Consumer VC | ML + Animals
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Small dataset ML, All VCs short startups, We're in a restaurant bubble,
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