New technologies are tools that founders can use to build new products. The most impactful products are those that harness new technologies to create experiences previously not possible. Microsoft Excel was enabled by the processing power of personal computers while Google and Amazon were uniquely enabled by a network of…
I first read Sir Alex Ferguson’s book Leading right around the time it came out in 2015. The book was the result of a collaboration between the famed Manchester United coach and Michael Moritz of Sequoia, who wrote an epilogue for the book. At the time I was still…
The most used DeFi lending protocols today offer variable rates for both lenders and borrowers. While variable rate lending is an important pillar of DeFi, it’s a product that isn’t suitable for everyone. Interest rate volatility makes it difficult to plan for the future, make investment decisions and…
Partner at $1B multi-stage fund: "If any pre-seeds of yours are upcoming, we'd love to peek!" Never seen so much seed interest from platform funds, almost to the exclusion of A (and definitely to the exclusion of Bs). Off the charts. All said and done, it&…
If you’re spending time exploring the DeSci space, one of the first things that will jump out is the vibrant ecosystem of Bio DAOs across multiple fields of science - VitaDao for longevity, HairDao for hairloss, AthenaDao for women’s health etc. What you’ll also notice is that…
In my experience the best performing companies tend to write the most thoughtful monthly investor updates. That’s not to say that there’s a causal relationship - great updates obviously don’t directly result in great companies - but I think that the act of consistently writing updates pushes…
This Christmas break I finally got around to watching the Arsenal: All or Nothing documentary released earlier this year on Amazon. The series follows Arsenal for the duration of the 2021/2022 season, which on the surface ended in disappointment but was also one of under-appreciated progress in my view.…
Over the past few months we’ve seen the emergence of the decentralised science (DeSci) stack. For simplicity's sake, I’ve broken it down into 3 core layers - infrastructure, middleware and applications. Infrastructure. Putting scientific research on-chain, not just online, enables anyone to access it. Most of…