Thoughts & Writing

What I'm Thinking

I write about what I'm learning — from a decade of building startups and another decade of investing in them. Most of my writing lives on LinkedIn and Twitter.

Recent Writing

Perspectives

On Founders

"The best founders I've backed all share one trait: they're obsessed with a problem, not just an idea."

On Pitching

"Your pitch deck is not your business. It's marketing for your business. Don't confuse the two."

On Pattern Matching

"Pattern matching is dangerous in early-stage investing. The outliers don't fit the pattern—that's what makes them outliers."

On Fundraising

"Raising money is not a milestone. It's a means to an end. Too many founders celebrate the funding, not the progress."

On Great VCs

"The best VCs I know spend more time with their existing portfolio than sourcing new deals."

On AI

"AI is not going to replace founders. But founders who use AI will replace those who don't."

Follow Along

I post regularly on LinkedIn and Twitter about startups, investing, AI, and lessons from building companies.