The General Partnership

“Our goal is not to scale. Our goal is to maximize quality of service delivery and impact on a smaller number of super high quality companies.”

“And so when I hear people say that, I think you have a product problem. And if you can't convince a founder that partnering with you is what's best for their business in the face of your competition, You need to do something different.”

“So far with the GP, you know, we've made 19 early stage investments and of those, I would say 14 or 15 have been competitive and often competitive with large funds.”

“And we can do that because our business model means that, that, that work is a revenue center for the firm rather than a cost center, because we are in equity for doing that work.”

“And I think that my mistakes with founders have been missing the consequences of a weakness and see, and being overwhelmed with the strength of a spike. They won't even be able to apply that spike because They lack something else that will mitigate that, that …”

“I think for early stage investors, It matters much less that there's a billion dollar opportunity in a market. There's a TAM that, you know, you can back your way into that suggests that there's, you know, tens of billions to be captured and you can rationaliz…”

“And I think in that case, the quality of that founder, the value they will create is a multiplication problem, not an addition problem. And so if you have a zero anywhere in a multiplication problem, the value is zero.”