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The Power of the Power Law, “super-stars”, and moving the returns curve “to the right”!

I finally get to jot down some of my thoughts here about the “power law”, and more specifically the “power of the power law” …. I. The phenomenon of superstars OK, … Continue Reading


Search#3

The art and science of venture investing – #2: the search for great companies and great opportunities

Why is it so hard to find great opportunities?  Why are big success stories and sustained growth still so rare? What is the “formula” for improving our chance of backing … Continue Reading


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The art and science of venture investing – #1: dealing with “hotness” and “coldness”, luck vs skill, intellectual honesty, and others

I’m recently back from a large tech conference where some participants were discussing the question whether AR, VR and AI is “too hot”? Should I pay any attention to what … Continue Reading