01 / THE STORY
CONVICTION IS A COMPETITIVE ADVANTAGE.
For twenty years I’ve backed the version of the future most people couldn’t see yet. From a dorm-room prototype to companies serving a hundred million people, the through-line never changed: find the hard problem everyone avoids, assemble the team nobody else could, and out-stubborn the doubt.
01 — Move before it’s obvious
Consensus is a lagging indicator. Learn fast, take a position, and make the first move while the room is still debating.
02 — Hire founders, not employees
Find people who take ownership before they’re given permission. Give them a mission worth caring about, then get out of the way.
03 — Distribution is the product
A breakthrough means nothing if it never reaches anyone. Build the path to the customer with the same care as the product itself.
04 — Play the long game loudly
Think in decades. Be unapologetic about the destination, flexible about the route, and relentless about the next useful step.
