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Timing and why we’re all VCs

TechCrunch LA

It’s obvious that we can be too late to these decisions of course. Start writing down predictions about people, companies, and markets. If — and it’s a big if of course — they can do that on the cheap, then why should an LP care at all? Ajay Royan told Bloomberg in 2017 that Mithril does not “charge excessive fees.”

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The Case For & Against Cryptocurrencies (for those tired of all the noise)

Both Sides of the Table

In more than a decade of writing about the Internet and tech-enabled businesses I’ve learned that mobs don’t do nuance well. My goal is to lay out a basic framework for anybody unsure whom to listen to as a way of helping you think about a way to orient your own views. It’s Hobbesian economics 101.

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