fragments, not chronological
Distribution used to be the boring part of the pitch. Now it's the pitch. still thinking
I keep mistaking confidence for conviction in founders. They're not the same axis. changed my mind
Thought crypto twitter was noise for a full year before I understood it was a pricing mechanism for attention. embarrassingly wrong
older thoughts, kept anyway
Everything from before I stopped pretending operating and investing were different jobs. embarrassingly wrong
why I chase this
I'm interested in how ideas become movements, how founders become gravitational, how networks form, and how people build coherent systems under uncertainty.
I don't learn by standing outside a system and studying it. I learn by getting close enough to participate in it. I want to understand why trust compounds, why certain people become bridges between worlds, why some ideas refuse to disappear, and why the map of reality occasionally gets bigger.
Investing is just the discipline that lets me chase those questions for a living.
things I'll be wrong about eventually
Most "AI-native" startups in 2026 will be re-platformed, not sources of disruption. still thinking
Prediction markets will become the actual news product before 2028. still thinking
from the pile
The best deal memos read like they were fun to write.