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

A business operates in discovery mode when its fundamental ins and outs aren’t well understood. The imperative isn’t to optimize well-known operations, but to discover those operations—to create a new system, not run an existing system more efficiently. It’s not yet possible to begin optimizing because you don’t know what the right processes are. Y

The challenge here is to create a mechanism for empowering innovation teams out in the open. This is the path toward a sustainable culture of innovation over time as companies face repeated existential threats. My suggested solution is to create a sandbox for innovation that will contain the impact of the new innovation but not constrain the method