Hamed

In the post-hipster era, you listened to what Spotify told you to listen to. If you read a book, it was because the precise pattern of blobby pastel-coloured shapes on its cover contained coded instructions to TikTok’s algorithm that sent it zooming to the top of your feed. Your tastes and preferences were decided for you by vast crystalline machin... See more

The post-9/11 era came to a close on May 1, 2011 when President Obama announced the death of Osama bin Laden. There was celebration in New York. People ran through the streets with flags cheering, whooping with glee. Thousands gathered at Ground Zero. For the first time in a long time, to celebrate—drunk with righteousness and champagne.

Less than ... See more

Earlier this year we met with our Limited Partners. Their top question was “will the AI transition destroy your existing cloud companies?”

We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more

For Zoomers, money represents agency. Unlike Millennials, who graduated into the Great Recession and were influenced by their parents’ progressive sentimentalism, Gen Z was not raised by Boomers still misty about the social revolutions of the sixties and seventies. The substitution of purpose for payment, the maneuver most companies employed in the... See more

Clarity isn't the enemy of depth.

It's the price of admission.