Deep DiveJul 19, 2022
Venture Investor & Writer
The intersection
of bits &
bullion.
I invest in technical tools for technical people. I write about the business and economics of tech and venture capital.
Fig. 1 — PortraitRole
VC @ Lightspeed
Focus
Infra & Dev Tools
Location
San Francisco, CA
Status
Deploying
rocket_launch
01Founders
Navigating the messy middle of zero to one. The theories and realities of building a valuable tech startup.
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02Developers
The rise of the engineer-executive. Tooling, workflows, and the future of software construction.
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03Investors
Macro analysis for the micro-focused. Charts, models, and equations separating signal from the noise.
Latest Dispatches
Observations from the field.
Jul 29, 2026Fortune ↗
Button-mashing never worked in StarCraft. Tokenmaxxing won’t work in AI
Like actions per minute in strategy games, token usage is a vanity metric.
Jun 12, 2026
Taking Stock of the Seed Stage
The total stock of seed-stage startups appears to be shrinking, despite the AI funding boom.
May 21, 2026Lightspeed ↗
File Systems for Agents
An emerging theme among teams building agents: the file system is the ideal memory abstraction for AI agents.
Join the Syndicate
Long-form essays on the economics of tech, with the data to back it up. All signal, no noise.
Read by 5,000+ founders, engineers, and investors.