There is a persistent myth in the business world that people with backgrounds in engineering or data are immune to emotion – that we operate like walking algorithms, cold and purely logical. The truth is, I am a naturally emotional person. I rely heavily on “gut feeling.” In the early stages of any venture, intuition […]
Digital Stoicism: Why I Don’t Make Decisions on Day 1 Read Post »
I recently looked at a photo from my days in Silicon Valley. I am standing on stage at 500 Startups, one of the world’s most prestigious accelerators. My arms are wide open, I am pitching a vision, and on the screen behind me are the founders of Quantstamp—pioneers in blockchain security. But the most important
The Bullshit Free Zone: Why I Apply Silicon Valley Rigor to Alpine Real Estate Read Post »
In the venture capital ecosystem, the holy grail is “zero marginal cost.” We are taught to worship software because it scales infinitely. If you write a line of code once, you can sell it a million times. It is a seductive equation. But early in my career, I discovered the silent variable in that equation:
The Algorithm of Asymmetry: Why I Traded Pure Code for French Concrete Read Post »
I was looking at this photo. It was taken at UC Berkeley, the moment I shook hands with the Head of the Marketing & Market Analysis program. To an outsider, this looks like a standard graduation photo. A moment of celebration.To me, looking back from 2025, it represents the installation of a specific operating system
The Physics of Value: What UC Berkeley Taught Me About Capital Read Post »
