A historical collection of our writing.
After a vacation, I am resuming work on World After Capital. I have been struck by the possibility that my book may suffer a fate similar to Keynes’s essay titled “Economic Possibilities for our Grandchildren.” Written in 1930, during the early time of the Great Depression, the essay speculated on […] Read more (opens Continuations in a new tab)
I just spent nearly two weeks in Israel and Jordan on a family vacation. We saw amazing sights and met fascinating people. More than with other travel, and maybe due to some recent reading, the trip crystallized three insights for me 1. Humanity is capable of pulling off incredible projects 2. […] Read more (opens Continuations in a new tab)
I have been on a bit of a blogging break which is likely to go on for a few more weeks. The break has been the result of a confluence of several factors, starting with a lot of work. Historically, I would have reacted by cutting back on sleep and workouts but now I know […] Read more (opens Continuations in a new tab)
Today’s Uncertainty Wednesday is about the risk of inflation. I spend much of my time thinking about company valuations, both as we make new investments and also as we try to mark valuations in existing companies. Of course valuations for private companies are influenced by available public comps […] Read more (opens Continuations in a new tab)
I wrote a post a few years ago titled “Some Things I Have Learned About Email” which among other things advocates for double opt-in introductions. These have by now thankfully become fairly standard and when people don’t follow the protocol it now stands out. There is one more thing though that is […] Read more (opens Continuations in a new tab)
We are pleased to announce that we have raised two new funds. The 2019 Core Fund has commitments of $200 million (up slightly from our last few core funds which were $175 million) and the 2019 Opportunity Fund is at $250 million (also up from our last 2014 Opportunity Fund of $175mm). We have made […] Read more
