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New York VCs see the world differently than San Francisco VCs. We’re closer to finance, media, and the rest of the economy. That matters.
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I write investment frameworks because writing forces clarity. If I can’t explain why I’m investing, I shouldn’t invest.
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Spotify standardized music streaming. Wise standardized international transfers. I look for the company that will standardize the next behavior.
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Thrive taught me to invest in companies where the product is so good that sales teams are almost unnecessary. Pull, not push.