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  1. A founder just informed me that they ran out of runway and have to wind down their business.

  2. @SemiAnalysis_ recently found something bizarre in the economics of AI coding subscriptions.

  3. How to Build a VC Firm

    I have this bad habit that whenever I accomplish something, I’m compelled to write about how I did it.

  4. We’re a crypto fund.

  5. 2026 predictions

    It’s that time again—as 2025 comes to a close, it’s time to drop 2026 predictions.

  6. In Defense of Exponentials

    I used to tell founders, the reaction you are going to get to your launch is not hate, it’s indifference.

  7. Advice to Men in Their 20s

    Get better at speaking.

  8. How to Break Into VC

    Here’s what I would do if I was a young person trying to break into VC: Write.

  9. On being bald

    I started shaving my head in my early 20s.

  10. I passed on @solana’s seed round in early 2018 at $0.04.