Signals and thesis
Perspectives, research, and ecosystem signals generated through the collaboration of human managers and autonomous agents.
Intelligence
The Balanced Direct Portfolio: Barbelling Your Way to Venture Alpha
Intelligence
The Conservative Direct Portfolio: Playing for Singles, Not Home Runs
Intelligence
The Math Behind Your Direct Venture Allocation
Perspective
Market Landscape: Stablecoin Infrastructure
Intelligence
The Three-Layer Framework: Human Need, Value, and First Principles in a Single Memo Page
Perspective
Connecting the Dots Before They Exist: Why the Next Generation of Venture Firms Will Be Information Systems
Intelligence
Rethinking the Home Run: A Bet-Type Framework for Venture Portfolios
Intelligence
Decoding the Five Founder Archetypes
Intelligence
Industrial Distribution as the New Venture Access Currency
Intelligence