Data Provocation: Hospitals are broken and ripe for technological disruption. I have been following General Catalyst’s bold moves lately, including helping found several healthcare companies and most recently acquiring an entire healthcare system in the United States. My hope is that this leads to a vertically integrated re-imagination of healthca
New @ThePeelPod episode
The Story of Haystack with @Semil
Semil is the Founder of Haystack, a venture capital firm backing outlier founders at the earliest stages. Semil started Haystack in 2013, and has since invested in 16 unicorns like DoorDash, Instacart, Figma, HashiCorp,… Show more
In one of my favorite essays, Choose Good Quests , Trae Stephens and Markie Wagner write about the moral imperative for founders who’ve gained experience, resources, and connections building easier companies early in their careers to use their experience, resources, and connections to tackle really ha... See more
This has a significant impact on the competitive advantages of a firm in the market as it scales. When party rounds were the standard course for smaller seed firms, connections were the scarce skill set, enabling access to deals led by other reputable firms. As these funds have become larger and rounds have become increasingly tighter, conviction b... See more
Fund II notes
Social as a model works when people have about as much to offer as they want to receive along a given axis. But no trait is distributed uniformly; there are are outliers in the nice-to-look-at, nice-to-listen-to, nice-to-read, nice-to-get-stock-tips from axes, there's a population that can offer a respectable performance with these traits, and ther... See more
When I have a piece of writing in mind, what I have, in fact, is a mental bucket: an attractor for and generator of thought. It’s like a thematic gravity well, a magnet for what would otherwise be a mess of iron filings. I’ll read books differently and listen differently in conversations. In particular I’ll remember everything better; everything wi... See more