Writing

Featured Essays

• The Merits of Bottoms Up Investing Seth Klarman, Benchmark, and seeing the present clearly
• The Business Equation Feeding the accumulating advantage flywheel
• How to Identify Underrated Markets A framework for analyzing the catalysts of emergent demand
• Spotify: The Ambient Media Company The new era of "passive media", Spotify's Ladder, and combating commoditization
• The Metaverse of Health Ushering in the age of Precision Wellness.
• One Person Companies are (still) Underrated Why the next McKinsey, Harvard, or Benchmark might start on Substack, with a Teachable course, or as a podcast

Screenshot Riffs

All Essays

• The Storytelling Thesis Why progress depends on storytelling and on the evolution of who is empowered to be a storyteller
• Spotify's New Customer After Joe Rogan, why Sonos might be Spotify's next big buy
• Organizing for Innovation How corporations can empower new people with new ideas to drive more inclusive growth
• Empowerment Loops The driving insight behind Nike, TikTok, and Figma.
• Economic Oceans A framework for analyzing the building blocks and catalysts of emergent demand
• Building Bollingen Tower Why Stitch Fix style curation can help make distributed work actually work.
• Internet Escape Velocity How companies can break free from Google and Facebook to own their own demand
• Patient Innovation Why Spotify is a bellwether for broader shifts in economic power and consumer demand
• The Consumer Subscription Roll-Up Opportunity On Match Group, Spotify, and building the Vista Equity of Consumer SaaS
• Accumulated Accidents Unwinding society’s suboptimal defaults
• Thinking Slow, Deciding Fast A one-year-in framework for operating as an early stage investor
• Global Like Goldman Three core principles for startups expanding internationally
• 

  Creative Compounding
• The AirPods Industrial Complex What the iPhone was for the Consumerization of the Enterprise, AirPods will be for “Industrial Consumerization".
• Assets That Don't Earn A company's accumulating advantage and its “assets that don't earn” represent the tip of the sphere behind which all the power of all of its resources should be aligned.
• Building Lambda School for Personal Wellness Redefining the boundaries of traditional education technology
• The Fourth Edge in Early Stage VC There exists a fourth key source of alpha in the world of venture capital that investors have long sought to exploit: Strategic
• The Professionalizing Creator Class Why creators are seeking out the tools that help them build their own networks
• 3rd Wave Venture Capital The ecosystem’s need for more aligned capital options is starting to be met by a new wave of firms, investing what I call Precision Capital
• The Low Gravity Collaboration Layer Why the future of Enterprise Voice Collaboration will feel more like Superhuman than Slack
• Trend Following in Consumer Wellness We are living through a transformational cultural unbundling of consumer preferences driven by the rise of the wellness-driven consumer
• Uber and the Benefit of Building Social Capital Why Uber's growth can't sustain
• The At-Home Fitness Roll-up Why L Catterton could become the Vista of the fitness world
• The Future of the First Responder The themes and technologies driving the future of public safety
• The Steph Curry Fallacy In the same way that Steph Curry is “hurting the game of basketball”, Silicon Valley’s success is “hurting” nascent venture ecosystems around the globe.

Audio

Resources