I am a researcher, writer, and investor interested in how technology, culture, and science come together to move society forward. I work at Prima Materia, a European investment company that builds, grows, and owns companies for the long term.

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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

Research Labs

The Rise

Rough Drafts