fragments, not chronological
Distribution used to be the boring part of the pitch. Now it's the pitch. still thinking
I keep mistaking confidence for conviction in founders. They're not the same axis. changed my mind
Thought crypto twitter was noise for a full year before I understood it was a pricing mechanism for attention. embarrassingly wrong
older thoughts, kept anyway
Everything from before I stopped pretending operating and investing were different jobs. embarrassingly wrong
unfiled
This one's yours to fill. Treat it like scrap paper, not a portfolio piece.
things I'll be wrong about eventually
Most "AI-native" startups in 2026 will be re-platformed, not sources of disruption. still thinking
Prediction markets will become the actual news product before 2028. still thinking
from the pile
The best deal memos read like they were fun to write.