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the portfolio
the team
the insights
Selected Short-Form Writings
Fund Thesis
Fund Thesis
The Line We Invest Around: Execution, Judgment, and the Outcome Economy
The Line We Invest Around: Execution, Judgment, and the Outcome Economy
Founder-Market Fit Has a Blind Spot
Founder-Market Fit Has a Blind Spot
Market Maps and AI Models Regress to the Mean, by Design
Market Maps and AI Models Regress to the Mean, by Design
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