Category: Ideas and Mental Models

  • Being 40

    In August, I turned 40. I have much to be thankful for; healthy and independent parents, a growing family, and interesting and intellectually fulfilling work. However, it was also bittersweet. I had a sore ankle, a sore lower back, and felt older. As a husband and father, I want to be at my best for […]

  • Books in 2021

    I did not get to 21 books in 2021, but ended the year on 18 books – I spent more of my time listening to podcasts (mostly about crypto). Here is a list of the books I read in chronological order along with a few notes I made while reading – a * next to […]

  • Making Sense of Tech Offers

    So, you received an offer at a technology company and you’re trying to make sense of it all (particularly equity). This post is my attempt to demystify this, particularly for folks working in the US. There are a few areas where you may be able to negotiate and different people value different things based on […]

  • The Potential of NFTs

    The internet was transformative because it democratized access to information and enabled instant, rich communication. Crypto and NFTs will power digitally native property and payment rails which will result in digitally native global trade and commerce. Cryptocurrency allows people to transact seamlessly and agree on the terms for the transfer of value instantly and trustlessly. […]

  • Business of Open Source

    Open source technology and infrastructure development is a very powerful way to make scalable software. Open source can also allow a more diverse community to build products that are flexible enough to solve for a broader set of use and edge cases. Contrary to popular belief, many of these open source projects are developed in […]

  • Why Decentralized Finance?

    One of the movements I’m most excited about is decentralized finance. Here is the description is taken directly from the Investopedia article which sums it up nicely.  “Decentralized finance is a system by which financial products become available on a public decentralized blockchain network, making them open to anyone to use, rather than going through […]

  • Reflections on Angel Investing

    This month marks my 10th year of angel investing so I synthesized a few learnings as a complement to the more tactical “Angel Investing Learnings” post from last year. This post is broken up into three parts; dissecting the why behind angel investing, understanding your asymmetric advantage and how to apply this advantage in the […]

  • A More Open World

    I’m excited to bring my children up in a world where anyone can learn anything, anyone can invest in anything, where world class software/tools are free to use and customize, and where anyone can contribute to software development regardless of their physical location. We have made progress on all these dimensions and we’ll see even […]

  • Decentralized Game Development

    There has been a movement towards decentralization of content creation in many industries (Youtube for video, WordPress for writing, Podcasting for radio). These creators and storytellers now have the tools to deliver high quality experiences (without massive budgets) and have access to distribution platforms to find and grow audiences, which was very hard to do […]

  • Creating Liquidity in Private Markets

    Two of the most significant issues with private market investing are their inherent illiquidity and the unpredictable nature of exits. It means that you need to ‘invest and forget’ when investing in private markets, and is particularly true for angel investing. This problem also applies to equity based compensation for employees at startups, where employees […]

  • Trends Accelerated by Covid-19

    Covid-19 has led to significant changes in how we live, work, and interact with each other. In some cases, they have accelerated trends that were already in motion, and in other cases forced changes that we did not anticipate or expect. In the next few years, I think we will go through a rapid pace […]

  • Evolution of Megacities

    I live in New York City, and have been thinking about how I think large, densely populated cities (in developed markets) will evolve after Covid-19. I don’t think the soul of the city will change, and reading Here is New York (by E.B. White) from the 1940’s affirms this, but I do think the city […]