Insights

Notes from the deep end, short, occasional, honest.

We don't write to perform. We write when there's something we want to remember a year from now. You're welcome to read along.

The long wave

Why the most interesting compounders of the next decade are the ones that read like infrastructure rather than like miracles.

Shipping fast is not less rigorous than shipping slow. It's a different rigor. Here's what we've learned in our own labs.

Past the deck and the metrics, three things we've noticed in every founder we've kept backing.