On top of the CN Tower: Understanding how we process fear
Last week, Boris and I were in Toronto for our quarterly offsite. I suggested the CN Tower EdgeWalk as a good break from discussing all things Version One related. For those of you who are unfamiliar with the EdgeWalk, it is an attraction where participants in suits and harnesses circle the exposed top of the […]
Is crypto investing different from VC investing?
Six months ago, Boris wrote an important post about why the blockchain is disruptive to VC. As a quick summary, here’s why: It requires a new investment thesis: where is value accrued in a decentralized platform? It requires a new way of investing: tokenization by nature makes projects more liquid It might inspire a new […]
Three lessons from ten years of investing
“It takes 10 years and $30m to become a great investor.” This quote has stuck with me from the first time I saw it. I believe the legendary investor John Doerr said it at some point, but I can’t track down the original quote anymore. Of course, I thought it was a complete exaggeration when […]