Join the right company early, learn how generational businesses are built, then invest in the next generation.

Stripe taught me what a generational company looks like from the inside. Now I look for that pattern everywhere.

Operational experience at a company like Stripe provides pattern recognition that pure financial investors can't match.

I look for Stripe-like companies: infrastructure businesses with strong network effects.

Employee number 30 at a company worth $65 billion. The lesson: join rockets, not safe bets.

The best fund managers are builders first and investors second.