How much does being right need to return?
Fund size and ownership make the question tangible: each choice shapes what founders, investors, and LPs need from one another.
How do capital, incentives, and relationships shape what gets built?
Fund size and ownership make the question tangible: each choice shapes what founders, investors, and LPs need from one another.
On power, play, taste, and the desire to shape what another person might become.
A Bet on Becoming. On character, intensity, and the work of backing exceptional people through conversation, play, and shared work.