Hi Casters. I bought an NFT from @emmywalka this week and added it to one of my NFT screens in my family office. In this photo it is running next to photos of some of my favorite basketball players. Can you name them?

Hi Casters. A decade ago I wrote a post called The Dentist Office Software Story that outlined the lack of defensibility in enterprise software. I decided that it is time to update it and so I wrote a new chapter this morning. Here it is, with the new chapter in italics.

Hi Casters. I wrote today about my favorite feature of the Meta Display smart glasses, called Live Captions

Hi Casters. I ran an experiment over the holidays to see if USV could close an investment without legal representation. The anwer is a resounding yes and I wrote about it today

Hi Casters. I published by 2026 predictions this morning.

Hi Everyone. I jotted down ten things that happened in 2025 that struck me as important.

Hi Casters. I wrote my traditional "What Happened" blog post this morning. I will follow with the road ahead tomorrow

Hi Casters. I wrote about our increasing ability to add structure to a thesis driven investing approach using our thesis around The End Of Interchange as an example.

Hi Casters. I posted my annual year end playlist today. You can listen right in the browser

Hi Casters. I've been noticing a trend among founders we work with. They are making advisors.

Hi Casters. I wrote down some thoughts on Amanda Fortini's excellent essay on GenX in T Magazine

Hi Casters. I read a post by @mazmhussain about writer coins this morning and it inspired me to write this

Hi Casters. I wrote today about how AI might be the solve to the energy crisis it is creating