Over the last 2+ years at Lightspeed I’ve learned more than I can put into a tweet.
Today, I’m happy to announce I’ve officially joined the
@lightspeedvp partnership alongside @jmover & @wakohler and the rest of the fintech team.
Partner, Lightspeed Venture Partners. Stanford GSB. Oxford. West Point. Former Captain US Army. Future wannabe something.
San Francisco, CA
Joined February 2020
- We must build the industrial base. It’s the only option."My biggest worry in defense tech is we can't deliver the systems we are selling the government." - @ConnorLoveCA "If we can't produce at scale and with efficiency, we fail. The mom-and-pop shops are dying; we don't have an industrial base in America." "You lose billion-dollar
00:00 - I think I am the only person on this @united flight to DC not in the @a16z American Dynamism portfolio. @rmcentush pls send talking points so I don't sound awkward. Thx.
- Insurance isn't sexy, but insurtechs are. If you know me, you know I go crazy for a good insurtech. I finally posted my "Insurtech Predictions" article, outlining my view of what the next ten years of insurtech looks like:
- Replying to @alexkehr and @Katie_RoofCall me crazy, but I still love the WeWork product…
- Epic the @tbpn crew is brining on 4 Stars to talk important national security initiatives & tech. A decade ago when I was in the Army no one would care to do this. Kudos to GEN George."HQs don't win wars. Our soldiers do." - General George, Chief of Staff of @USArmy "We are cutting our headquarter here in DC." "The focus is on getting helmets back into our formation."
00:00 - Replying to @anothercohenIt’s official then - I’m psycho - a gallon a week
- That one time a year where everyone thinks you have dirt on your forehead, but you are really just Catholic. Happy Ash Wednesday!
- I just realized I spent 2.5 days at Money2020 and never walked into the conference. Can I just buy a ticket for the @illycaffe next year?
- Insurance is Old. Like 360 BC. OLD The concept of insurance began with sea voyages. The Romans didn’t call it insurance but “fenus nauticum” or maritime interest or nautical loan . The concept worked like this:
- Replying to @yayalexisgayCall me crazy, but I always kinda like to dress up for flights. Almost act like it’s the 50s and I’m flying TWA smoking a cig while eating a nice meal
- There’s arguably never been a better time to invest in insurance. Insurance stocks just hit 52-week highs: Progressive is at an all-time high (up 8% in 3 mons). Everest Re is at an all-time high (up 33% in 3 mons). Willis Towers Watson is at a 52-week high (up 24.5% in 3 mons)
- There are many forms of service, but today we are honor those who served in our Armed Forces. I am thankful for all the generations who came before me and my buddies still serving today!🇺🇸🇺🇸🇺🇸
- CRs suck, but this one’s different. There is huge $ up for grabs in the middle of a major shift for the DoD. This year we will see a lot of failure, but also huge upside. It’s sharks and minnows …If you’re unsure what camp you fall in, then you’re not a shark. My take on theWe asked @ConnorLoveCA if he agrees with @zebulgar's take on the Continuing Resolution. Here's his full response: "there's so much money up for grabs. By the end of the year we will see 1-3 mega-successful startups emerge."
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