Not Boring Capital

“Oh, like, 50 total AUM now, yeah.”

“It's one of the most recent decisions I made. It was, like, over a three-hour coffee. I didn't write a single word. You know, I met the guy and read the deck and loved him and invested.”

“Doing kind of this barbell where it's mostly these vertically integrated companies, I've written a bunch about these, we can talk about them but kind of thesis being companies that use both kind of hardware and software, build vertically integrated systems It …”

“I can see like if this happens and then this happens and then this happens and then that happens and like things go just right here, like this could be a really big company and like it never works. Like you can't like, you know, there's the compounding miracle…”

“A lot of my smaller checks are the ones that have failed already. It's the ones where I'm like, I don't like fully, but like, maybe like if it does, it'd be like really huge and like, it's a pretty cheap price.”