How to approach novel market behaviors and asset classes in a parabolic world & why neither are slowing down anytime soon
A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market
The art and science of ending the investing period
Here's my investment memo template
On the increasing importance of founders controlling their time in market
A look at data to understand whether crypto returns will follow more of a normal distribution as the industry matures.
Narratives & Pseudosecrets, Serendipity in VC is BS, on the *mint* meme, Mobile ML research
“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.”
5 things on my mind from the week of 11/26
Thinking through some of the dynamics of how liquidity, vesting, and lockup perceptions have changed and how much optimization is left to be done on…
Small dataset ML, All VCs short startups, We're in a restaurant bubble,
Why didn't the market fall on terrible jobless claims? When will stocks return back to pre-COVID prices?