Global Like Goldman

One result of this past tech cycle was a view that companies needed to build hyper complex ponzi schemes of ambition in order to accumulate capital and be valued. This led to a variety of shooting stars that never realized their main goal.

Another view was an insane amount of value ascribed to hyper-narrow features masquerading as companies, leading... See more

 One thing I'm always on the lookout for with people. Are they moving quickly? Are they evolving quickly? In my view, at the end of the day, when you're betting on a founder, especially if the market's not super clear, what you're trying to do is, you're trying to predict that, that particular person will have as many shots on goal as possible

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The ambition to be global from day one was very rare before Uber. This ambition requires a blitz-scaling mentality

A decade ago, I was only a couple of years into my venture career. I believed that growth and progress were synonymous – in an industry where scale was the ultimate target, platforms that achieved it were glorified. A decade later, I have learned that success is more nuanced, and we have to take accountability for the outcomes we encourage. New dom... See more