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Dreaming about the future, romanticizing the past | MP @compoundvc investing & researching former science projects & crypto | we are only creativity constrained
- (New Essay) Dear VCs, Just give up Do not pass go. Do not collect management fees. It is over. tinyurl.com/justgiveupVCs
- anthropic could kill so many startups if they just built a travel agent
- a good signal for the start of venture market tops is when early-stage investors believe they broadly can/should be doing growth deals and implicitly capitulate on the durable performance of their early-stage investing. it's undefeated because it signals a very specific kind ofThe thing du jour to say in tech investing right now is "i just want to back the best companies agnostic of stage." Vince arguably is one of the best in the world at backing the best companies and i think listening to his clarity and precision of thought shows just how
- The best piece of generalizable writing advice is almost always "cut more than you think you should" But another good piece of writing advice is "if you are bad at cutting things, make sure your writing style feels conversational and carries momentum." It's amazing how many

