Picked up this ancient text at the airport
This was a gentle reminder: clocking hours and presenteeism is corporate slop
Don't let it infect your mind
Enjoy your life
“a little eatery and tea place.”
All lowercase.
You know you’ll get something simple to eat.
You know you can sit and have a tea.
You know the atmosphere will be relaxed.
You can probably guess the kind of people who run it + the kind of people who eat there.
All from this one sentence.
This is some positioning done well:
It communicates much more than the actual copy.
The best positioning feels like this little sign:
Simple, specific, and full of contextual information.
Good few days in MA 🇺🇲
Right now: head down, building out the back office and middle office
Fund mechanics and the invisible stuff that makes the visible stuff possible.
It’s a stack of small, unglamorous systems.
no entourage
no terrible parties in SF
Yet
This is how I actually pick founders:
A lot of early-stage investing comes down to gut feel & founder signals.
I look at founders through three core filters:
Clarity -> Do they have a sharply defined worldview, and a thesis that spans beyond just their product?
Positioning -> Do they understand how to place themselves and their product in the market in a way that creates leverage?
Distribution -> Are they willing to take social risk, and do they understand how hard it is to get attention and earn trust?
This thought process focuses on the founding team surviving contact with the market.
Am I wrong here?
I see VCs complain about too many cold DMs flooding their inbox.
Or complain endlessly about founders.
This is bizarre to me.
I’m here because I actually like doing this job.
I like seeing what people are building.
If you’re building something interesting and you think it might be a fit, send it.
If you're seeing this, my DMs are open.
Don't be the nice guy equivalent of a founder
You can’t expect your customer (or your date) to do the interpretive labor you skipped.
Present your product the way your audience perceives value not how you wish they did.
Don't be the nice guy equivalent of a founder
You can’t expect your customer (or your date) to do the interpretive labor you skipped.
Present your product the way your audience perceives value not how you wish they did.