Essays
Latest writing
Thinking in Public, A collection of essays, observations, and unfinished thoughts from the edge of venture and technology.

November 19, 2025
Startups are eating the S&P 500
Marc Andreessen nailed it: the S&P 500 is really the S&P 8 and everyone else is asleep at the wheel. As trillions in legacy sector value face insurgent startups moving faster and cheaper, the index is quietly being devoured from within.
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October 23, 2025
The Top 1% of the Top 1%
In startups, the real outliers aren’t the top 1 %—they’re the 1 % of that 1 %. Elite founders obsess over mission, iterate at breakneck speed, and tap dense networks to bend reality. Miss a single ingredient and the cake collapses; stack them all and you build the companies everyone else calls impossible.
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November 19, 2025
Terminator and Agent Smith
We don't need to unplug from the Matrix. We just need to learn how to write better code for it.
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