Thoughts
Writing about my unfiltered thoughts on venture capital, portfolio construction, public policy (as it pertains to tech), economic development, the Harvard-MIT startup ecosystem, and more.
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Why Young Founders Are Winning — and How I'm Accelerating It
My two mental models for why young founders are proving to be successful AI founders, and how 021T accelerates it.
Harvard-MIT Data Briefing
We're living through a once-in-a-generation technology shift. Harvard–MIT founders are creating unprecedented value.
In This New Paradigm, the First Check Is the Best Check
My mental model for institutionalizing first-check investing—and winning big.
My Top 5 All-Time Books
I love to read. Here are the 5 books that I revisit annually.
The Small Fund Size Fallacy: Why True Venture Performance Depends on Strategy, Not Size
My mental model for achieving true venture alpha. A nuanced perspective on the real reason small funds outperform—and it's probably not why you think.
Higher valuations: A risk to the entire venture ecosystem OR a new normal
Coming soon!
Why most venture capital firms are set up for failure from the get go
Coming soon!
Where to find true alpha in venture, and at what costs?
Coming soon!
It's time to build
Coming soon!
Logos do not return funds. Here's why I'm allergic to this trend
Coming soon!