Ideas worth hearing, stages worth standing on

From zero to product-market fit: the full arc of building a company, navigating uncertainty, and making decisions when the stakes are real.

How I evaluate founders, spot emerging opportunities, and build a portfolio designed for long-term compounding rather than short-term signal.

What artificial intelligence actually changes in how industries operate, beyond the hype and into the practical, structural shifts already underway.

Building strong teams across borders, cultures, and time zones, and the habits that make a leader effective everywhere, not just at home.

Why the most important companies often look wrong at first, and how I try to recognize transformative ideas before the consensus arrives.