Hello, world

For years most of my thinking has lived in pitch decks, investment memos and late-night conversations with founders. This site is an attempt to write more of it down, in public.

You'll find four kinds of things here:

• Writing — essays on building companies, investing and technology.
• Research — deeper reports and papers.
• Ideas — startups I think should exist. If you're building one, I'd like to hear from you.
• Ventures — what I've built and what I've backed.

The Hub collects everything in one place, including living documents that I keep updating over time.

If something here is useful, wrong, or worth arguing about, write to me.