Essays

Latest writing

Thinking in Public, A collection of essays, observations, and unfinished thoughts from the edge of venture and technology.
Startups are eating the S&P 500
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.
The Top 1% of the Top 1%
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.
Terminator and Agent Smith
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.
Hello World...
October 23, 2025

Hello World...

Welcome to Daft Capital.