Sublime
An inspiration engine for ideas
narratives. As VCs, the most basic decision we face daily is whether to invest in a startup. Will this be a good investment? A high risk/high return investment? A long- or short-term investment? The Razor does not answer any of these questions. It provides a vehicle for organizing our energies so that we can find the data and create a narrative tha
... See morePatrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist




The problem is that the benefits of “community” fall off steeply once you’re in the minor leagues of payto-join PFPs. The real “in” communities will either have unassailable history, or earned reputation elements. Because I have no problem starting nuclear wars with my writing, I’ll end with this: Long Punks, Neutral Apes, Short Penguins and everyt... See more
Ryan Selkis • Crypto Theses for 2022
Investing - Portfolio Management
Interest curve patterns can be fractal.