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.
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.
May 20, 2026Lightspeed ↗
Tripling Down on Exa to Build the Search Engine for AI
Why we tripled down on Exa, the search engine built for AI agents.
Apr 16, 2026Lightspeed ↗
The Engine That Builds the Engine
The codebase is a software company's crown jewel — what changes when AI becomes the engine that builds it.
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.