Memos

the most high profile boardroom coup since Steve Jobs got fired from Apple. Part 2.

Oct 7

To Be Reproduced.

a transparent look into the origins of OpenAI. Part 1.

Sep 30

the final battle.

Sep 9

beware what lies underneath the surface...

Sep 2

uber everywhere.

Aug 26

The Back to School Drop

founders are the new athletes. consider this a preseason watch list.

Aug 19

mainstreet SS25.

a private panel on private markets.

Aug 5

Master Gardener: Aestas Praeteriit

we sow and we reap, as the Master Gardener allows: MG3.

Jul 29

Master Gardener: Hostis Publicus

the state of college endowments: MG2.

Jul 22

State of Venture

Thoughts on fund distributions over time. Detailed data on Sequoia, USV, IA Ventures, and Forerunner returns.

Jul 18

Master Gardener: Radices

a deep sea dive into the history of endowments: MG1.

Jul 15

Under the Bridge II: Name Game

A colorful journey inside the world's largest hedge fund.

Jul 1

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts