Are cognitive biases killing your returns?
We’re wildly, exuberantly irrational organisms. That’s true in our lives generally. In investing specifically, we’re even worse.
Why Microsoft’s Insane Deal with ChatGPT Might Be Brilliant
Is Microsoft nuts? They violated every convention of VC deal-making by investing $10B in OpenAI.
There’s a massive arbitrage opportunity in VC
We made the case just a month ago that clickbait stories warning of a crippling recession that would hammer.
Should we believe recession clickbait?
Recession has been a month away, for the last 18 months. How should we think about that as private market investors?
