How institutions, markets, and individuals navigate information under conditions of compression. The architecture mediating between data and judgement.
Most sizing slides describe a market assembled for the meeting, not one that exists. The number that survives scrutiny is one whose every figure has provenance.
Read →Founders are structurally unable to read their own decks as a skeptic would. The fix is a method that locates the one assumption carrying the entire story.
Read →Most Series A decks die in the first meeting to four or five plain questions a disciplined partner asks — questions a founder can run on themselves first.
Read →Four bets across twenty-nine years turned out to be one bet. The scarce input in venture was never capital — it was judgment. So I stopped writing checks and built the instrument.
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