What I try to look for, and I'll tell you how I look for these things, but I try to look for companies that are early and inevitable. This is the combination of words that I think about. Stripe did an amazing job of this.Their mission is to increase the GDP of the Internet. Cool. Most people probably believe it's inevitable, that the GDP of the... See more

We grew to $1B ARR faster than Stripe, Salesforce, and Palantir, while being 100% remote This was a combination of a lot of luck, focus and an excellent team Looking back, I can our team's success boils down some key principles I'm sharing in a 700-word long... See more

The state of VC in 2025. Where we are, where we are going, and where to invest ... https://t.co/NvOOYzeEpG https://t.co/cbXha8w19L