Investment Wisdom

Our business model focuses on maximizing the lifetime value of a customer relationship. We make significant investments in acquiring new customers and believe that we will be able to achieve a positive return on these investments by retaining customers and expanding the size of our deployments within our customer base over time...

We experience a ra

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Average founders what a VC who will help them. The best founders want a VC who they know won’t fuck things up.

it’s more about being curious enough to understand the shifts that founders are building upon and have a thesis about what it means for the future. These could be technology shifts, cultural shifts, regulatory shifts. We try to meet founders that have an insight into these inflection points and can articulate why the thing they’re building doesn’t ... See more

“there’s going to be more demand than supply and the only companies that can increase supply are these ones” don’t let your theses stray too far from this, friends

Ludwig Jesselson on understanding the underlying trends:

“You can mess up a lot of things in business and still do well as long as you get the big trend right.”

as usual @cdixon was right about this 10 yrs ago (see: btc, dl, biomonitoring...) its also obvious something my smartest friends have been doing on weekends since 2020 is context bonsai i.e creating/trimming/tending their local garden/repo of data for their future personal AIs to fine tune on