Select Writing

12 predictions for 2026 (Dec '25)

Big token and the startup ecosystem (Aug '25)

Full stack startups, revisited (Dec '24)

Haystack VII (Sept '23)

Minimum Viable Raise (Aug '23)

Dealing With a Hangover (Jul '22)

Refocusing (Jul '22)

The Round on the Cover (May '21)

Looking Back, Looking Ahead II (Nov '20)

Signing Up (Oct '20)

Dynamism (Sep '20)

Observer Effect (April '20)

Looking Back, Looking Ahead (Dec '19)

Blurred Lines (Sep '19)

The Governance Swing (Sep '19)