The best venture investments happen before there is any consensus. By the time everyone agrees a company is interesting, it is too late.

contrariantimingVillage Global blog, 2019

Capital is the least scarce resource in venture today. What founders actually need is access to the right people at the right moment.

founder-supportnetworkVillage Global interview, 2018

Being at Benchmark taught me what truly great pattern recognition looks like. The firms that win consistently are not smarter — they see more, faster.

deal-flowpattern-recognitionStanford GSB talk, 2020

A warm introduction from a founder the team respects is worth more than any cold email with a polished deck.

deal-sourcingnetworksVillage Global LP letter, 2021

Seed investing is a game of being early and being right. You will be wrong a lot. The key is to be spectacularly right a few times.

portfolio-strategyriskVillage Global portfolio newsletter, 2022