Why Debt Capital Is a Good Fit for Europe (and Why Europe Is Lagging Behind Anyway)
The New Investment Banks. Thumbs Up/Down. Unlocked Essays.
Digital Sovereignty. Thumbs Up/Down. Unlocked Essays.
Exponential w/ Azeem Azhar. French Tech. Thumbs Up/Down. Unlocked Essays.
Cycling in European Cities. Readings on Urban Transportation. Thumbs Up/Down.
Old Money. Post-Brexit Immigration. Family Offices. Thumbs Up/Down. Unlocked Essays.
Everything Formula 1 w/ Toni Cowan-Brown. Thumbs Up/Down. Summer Recess.
The Future of Work w/ Roy Bahat. VC Firms Going Public. Thumbs Up/Down. Unlocked Archives.
The State of the World w/ Nils Gilman. Thumbs Up/Down. Work-Life Balance Across Cultures.
Empathy at Work w/ Sophie Wade. Upcoming Long Read on Formula 1. Thumbs Up/Down.
The New Palo Alto w/ Saul Klein. Grocery Delivery Startups. Thumbs Up/Down.
Cosmopolitanism w/ Simon Kuper. Thumbs Up/Down for Last Week.
China’s Industry Policy w/ Emily de La Bruyère. Tiger Global in Europe.
How Innovation Works w/ Anton Howes. Diffracted VC. Vaccines in Germany. Productivity.
A note to my subscribers
Diffracted VC: The Categories
Technology & Finance w/ Byrne Hobart. Universities. Yahoo. Tangible Stuff. The Media.
The Media and the Context
All About Stuff That’s Tangible
11 Notes on Yahoo
Economic Insecurity w/ Deborah Copaken. Productive Fragmentation. Multi-Asset. Talent.
Attracting Talent in Europe
All About Multi-Asset Allocation
Chinese Tech w/ Lillian Li. Founder Control w/ Bill Janeway. Daniel Ek, Arsenal & the Super League.
A Thread on the Super League
All About Founders Being in Control
Bill Janeway on Who Should Be in Control
Productive Disagreements w/ Ian Leslie. Restructuring. Taxation. Velocity in VC.
Velocity in Venture Capital
All About Taxation in the Digital Economy
Restructuring The Family
Around Europe w/ Tyler Cowen. Lobbying. Startups Across Borders. Biden’s Global Tax Reform.
A New Corporate Tax
All About Crossing Borders
Building Startups Across Borders
Reinventing Housing w/ Diana Lind. Amazon's Politics. The Gig Economy. Centralization.
What Should Be Centralized?
All About the Gig Economy
Amazon’s Strange Politics
Discussing Europe (& Rabbits 🐰) w/ Noah Smith. Deliveroo. Delaware. Defensibility. Software Digesting the World.
Where’s Europe’s Delaware?
All About Defensibility
An Investment Thesis: Help Software Digest the World
Growing Your Network w/ Kelly Hoey. Europe. Stripe. Accelerators vs. Seed Funds.
Accelerators vs. Seed Funds
All About Stripe
10 Hypotheses As To Why Europe Is Lagging Behind
Investing Across the World w/ Chris Schroeder. Stripe. Consulting. IPOs. Digital Government.
Government in the Entrepreneurial Age
All About Companies Going Public
Moneyball in Consulting Services
Playing Video Games w/ Rachel Kowert. Consumption. Delivery. Profitability.
Funding Profitable Businesses
All About Delivery
The Future of Consumption
More About SPACs. The ‘K-Shaped’ Recovery. Crypto Digest. A Tribute to Texas.
We All Need a Lone Star State
All About Crypto
How Governments Can Deal With the ‘K-Shaped’ Recovery
Silicon Valley & Europe w/ Toni Cowan-Brown. Capital Call. AI. International Expansion. Consumer Goods.
Upstream Value in Consumer Goods
Dominic Jacquesson on International Expansion
A Business Perspective on AI
What I Learned Curating 32 Editions of “Capital Call”
Clubhouse in Europe. All About Angel Investing. Vaughn Tan on Uncertainty. SPACs.
Some Quick Notes on SPACs
Vaughn Tan on Uncertainty
"Be Patient" | A Conversation About Angel Investing w/ Pascal Levy-Garboua (Part 2)
"Be Patient" | A Conversation About Angel Investing w/ Pascal Levy-Garboua (Part 1)
The Digital Economy w/ Bill Janeway. Reinvention. Bezos. Musk. Communications.
Does Elon Musk Master Productive Uncertainty?
Martin Schmidbaur on Communications
11 Notes on Jeff Bezos
Co-Investing in Corporate Reinvention
The New Welfare State w/ Hilary Cottam. Remote Work. Strategy. GameStop. Jim Simons.
A Few Notes on “Crossing the Chasm”
Ben Robinson on Business Strategy
Everyone Wants To Be a Capitalist
Doing Capitalism in Financial Services
London & Paris Together. Business Strategy. Peak Bay Area. Lobbying Regulators.
A Founder’s Handbook for Lobbying the Government
Away From the Bay Area
Business Strategy at a Small Scale
The New Entente Cordiale 🇬🇧🇫🇷
Gender Equality w/ Nina Goswami. India. Financial Loops. Rich People. War & Inflation.
War, Inflation, and the Stock Market
On Rich People and Startups
McKinsey’s Financial Loops
A Great Writeup About India’s Startup Scene
The EU as a VC. DeepTech Is Complicated. Making Vaccines Work. Haven Failed. Inflation.
Will Inflation Make a Comeback?
Why Did Haven Fail?
A Few Thoughts About Vaccines and the Healthcare System
DeepTech: Many Roads May Lead There, But There’s Only One Rome
My Worldview in 10 Ideas
A Few Notes on Israel 🇮🇱
COVID-19: A Retrospective
All About Industrial Policy