The capital partner to outlier managers and entrepreneurs
The capital partner to outlier managers and entrepreneurs
The capital partner to outlier managers and entrepreneurs
The capital partner to outlier managers and entrepreneurs
Since 2021, we’ve built systems that help us move faster, see more clearly, and act with conviction when it matters most.
Since 2021, we’ve built systems that help us move faster, see more clearly, and act with conviction when it matters most.
Max Mullen
Founder of Workshop and Instacart
Max Mullen
Founder of Workshop and Instacart
Max Mullen
Founder of Workshop and Instacart
Liu Jiang
Founder of Sunflower Capital
Liu Jiang
Founder of Sunflower Capital
Liu Jiang
Founder of Sunflower Capital
Viswa Colluru
Founder of Enveda Biosciences
Viswa Colluru
Founder of Enveda Biosciences
Viswa Colluru
Founder of Enveda Biosciences
Logan Kilpatrick
Product Lead at DeepMind
Logan Kilpatrick
Product Lead at DeepMind
Logan Kilpatrick
Product Lead at DeepMind
Josh Browder
Founder of Browder Capital and DoNotPay
Josh Browder
Founder of Browder Capital and DoNotPay
Josh Browder
Founder of Browder Capital and DoNotPay
Casey Caruso
Founder of Topology
Casey Caruso
Founder of Topology
Casey Caruso
Founder of Topology
OPINION
DATA STUDY
Criticality Investing
On the VC
Liquidity Crunch
Criticality Investing
Financial markets, like other complex systems (earthquakes, neurons in the brain, etc), self-organize towards criticality—a metastable state between order and chaos, where tension is suppressed in the system's underlying structure.
Financial markets, like other complex systems (earthquakes, neurons in the brain, etc), self-organize towards criticality—a metastable state between order and chaos, where tension is suppressed in the system's underlying structure.
VCs are facing a liquidity crunch, with low DPI raising structural concerns.
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INTERNAL WORK
Using Unstructured Data for Investment Alpha
Each organization sits on a goldmine of information that often goes to waste…
Each organization sits on a goldmine of information that often goes to waste…
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OPINION
The Endogenous Investor
The Endogenous Investor
There’s a part of reflexivity that many venture LPs miss. To see why, let’s start with the canonical Soros account.
There’s a part of reflexivity that many venture LPs miss. To see why, let’s start with the canonical Soros account.
There’s a part of reflexivity that many venture LPs miss. To see why, let’s start with the canonical Soros account
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OPINION
N-th Order Prediction Markets
Markets have generally become less efficient over time (we recommend reviewing…
Markets have generally become less efficient over time (we recommend reviewing…
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