startups, investing, and miscellaneous thoughts

Last year, I outlined some investment theses for 2019. With the year wrapped up, I'll quickly review how my predictions played out, and outline future investment areas I'm interested in. Writing these has helped me refine my own thoughts, and intentionally deploy capital aligned with macro views. My theme for 2020 is an increased interest in mostly private, small (even, micro) cap companies. In alignment, we seem later in the economic cycle than before with such large multiple expansions, and so I'm skeptical about several assets that have performed well in the past few years... (more) →

In light of the SEC re-evaluating accredited investor laws, Anthony Pompliano recently wrote a piece titled Accreditation Laws Are Violating The American Dream And Discriminating Against Millions. In it, he surveys how accreditation laws are keeping everyone but the already-rich from investing in startups. The argument is simple: the wealthy are capturing returns that most of America doesn't have access to and average investors are missing out. Instead, big tech companies are getting dumped on public markets after most of their appreciation has happened... (more) →

Social networks work because they form habit loops. You visit, and get a boost of dopamine, fueled by novelty. It's always new, and randomly rewards. Even if you're disappointed with what you see, it's too late. But, what if you do get value from them, and just want to be in control? Remove social apps from your phone that have become the default filler to stillness. Remove the default feeds with an ad blocker. Here's my Facebook homepage:.. (more) →

Four months ago, I took a break from the news. Partly from exhaustion. Partly because I realized how I wasn't informed, I was entertained. Mostly because a friend challenged me — to limit inputs and consume slower; to be intentional about information consumption. And I challenge you: I'll show you how you can learn more and avoid the outrage rollercoaster by going slower. .. (more) →

Google started a shift to real-time, online collaboration with their apps suite. Microsoft quickly chased. Both were primarily replicating a desktop environment on the web. This had many benefits: no forgetting to save, easier collaboration, a chance to drop unused features, better version control, and easier sharing. For many customers, this was an obvious improvement, and so the Shift to Cloud has continued. Piece by piece, however, a new wave of products are entering the market that re-think the form factor of these productivity tools... (more) →