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Video Of The Week: Sofar Sounds

Our portfolio company Sofar Sounds facilitates intimate live music experiences all over the world. This video gives you a glimpse of what a Sofar is like: You can go to a Sofar in your community, or you can go to [...]  Read more

WeWork IPO and Quantitative Easing

There are many terrific analyses of the WeWork IPO filing out there. One thing I have not read is someone pointing out how there is a possibility that this all works, despite the hokum language and the eye popping capital [...]  Read more

The Virtue Of Patience

Our portfolio company Duolingo is known for their super popular language learning app. According to Wikipedia over 300mm people all over the world have used Duolingo. Back in May 2014, Duolingo launched something called the Duolingo Test Center . The [...]  Read more

How to Get Legit

I don’t know about you, but normally when I introduce myself in professional settings, my “pitch” comes across less like a polished story and more like a disjointed list of words and phrases. It looks something like this: Journalism. Sales. [...]  Read more

Unlimited Capital

This post on the WeWork IPO ends with the following observation: In fact, I would argue that the WeWork bull case and bear case have more in common than it seems: both are the logical conclusion of effectively unlimited capital. [...]  Read more

The Purpose of a Corporation

On Monday of this week the Business Roundtable, an organization which “represents chief executive officers (CEOs) of America’s leading companies,” published a new statement on the purpose of a corporation. The new statement, which was signed by 181 executives, explicitly [...]  Read more

Fifty-Eight

Fifty-eight years ago this morning, my mother went to the hospital at West Point New York and shortly thereafter I arrived on planet earth. I’ve always liked having a birthday late in August, at the tail end of the summer [...]  Read more

Crypto IRA

I have an old IRA that I don’t pay much attention to. I thought about cashing it out but the tax load to do that was too much for me to stomach. So then I thought about investing it in [...]  Read more

Email Reset

Earlier this morning, I marked some 65,000 emails as read. Many of these are various kind of junk, but I am sure they contain some gems of opportunity and some important asks for help. They definitely include some instances where [...]  Read more