Archive - writing out loud

VCs Eating PE with AI

We are all seeing the blurring of the lines between PE and VC lately. As AI helps technology to adopt us, versus the other way around, will value…

Mar 19 •

February 2024

How do we make AI work for us?

versus the other way around.

Feb 20, 2024 •

October 2023

Hypothesis-led Investing

How we get to conviction at Northzone

Oct 4, 2023 •

September 2022

How do we work better together?

Redesigning human organizations from first principles

Sep 28, 2022 •

January 2022

Lighting up the Shadows of Web 3

Examining the values of Web 3.0 and their dark sides

Jan 25, 2022 •

September 2021

My investment thesis: companies that create value from thin air

by helping markets internalize externalities

Sep 3, 2021 •

April 2021

How We Buy Online - Commerce 3.0 - Part 2

We don’t want to “go”, but we still want it to “come”…now, creating new distribution moats

Apr 15, 2021 •

January 2021

How We Buy Online - Commerce 3.0 - Part 1

How behavior change creates new community moats

Jan 11, 2021 •

November 2020

Voices Around The Table

10 VC Archetypes and Who to Put on Your Board

Nov 25, 2020 •

October 2020

Coexisting in alternate realities

It feels like most of the people I’ve met in life can be grouped into two camps.

Oct 19, 2020 •

How can I be helpful, really?

Thinking differently about VC value-add

Oct 8, 2020 •

September 2020

The Future Belongs to Devs

and through them, all of us

Sep 2, 2020 •

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