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Internet Basics
Online CommoditiesConsumer and Creator
1. Creator = Consumer2. The Active Consumer3. “Creator-GTM”3.A. Where the Viral Things Are4. The Anonymous Economy5. Pre-founder: People-focused investingContent is King -- Bill Gates, 1997
Things To Do.
Work to Be DoneStatements; No MissionUntraditional TalentVillains/Heroes, Love/TechnologyCreator Extras
Content is Eating the WorldA Spectrum of InfluenceInfluencing InfluencersInvestment
Total Content Market (TCM)/Content TAM (C-TAM)Revisiting Community InvestingRethinking Consumer LTV“Organic” = unpaid?Introducing: On-Page Collaboration, LiveWriting, anti-Press PublishVC Managers: Finding your styleWomen’s Consumer (2022)The “online” buttonTranslation
“GenZ”Personal Journal
An intro to Personal JournalUnfortunately How to Build a FundI Don’t Want to Be YouAdvice for a Y1/Y2 woman in VCAdvice for a Y3 woman in VC My love letter to JournalistsWomen and Wikipedia ManifestoInvest in the Opposition Not On Your SideCreator vs. Kinda “creator”Forced Content.“Pedigree”“Levers”“Cleanup”“Examples”Me & PaulVery Specific AdviceWhy I dropped outYoung PeopleHow to be JealousContent vs. JournalismTo Be Free© EM 2024
Actually, I can write this in a few sentences.
If you are doing something strongly. Something with a strong thesis: you MUST FIGURE OUT and invest in the opposition
This is completely anecdotal.
What I Believe
I believe in developed thought.
The kind that takes time, space, and self-trust. The world doesn’t need more noise; it needs refined, original thinking—work that’s lived, not just said. I believe you have to earn your ideas through honesty, hardship, and the courage to say something only you could say.
I believe in the value of real people over artificial influence.
I believe creators are the architects of modern culture—and deserve to own the means of their production.
I believe elegance is a form of clarity.
That intellect and aesthetics should coexist without apology.
I believe your most meaningful work often comes from the hardest things you’ve lived through—once you’ve made something beautiful out of them.
I believe in long-term compounding:
Of relationships, of investments, of attention, of identity.
What I Reject
I reject the glorification of hustle without depth.
Speed is not the same as movement. Volume is not the same as meaning.
I reject credentialism as a proxy for intelligence or insight.
You don't need a title to make something important.
I reject the idea that creators are unserious or unscalable.
Some of the most valuable companies of the next decade will start as individuals with vision.
I reject the expectation to dilute, defer, or explain my taste.
Taste is an asset. It should be protected.
III. What I Commit To
I commit to thinking in decades, not quarters.
To protecting the time it takes to develop ideas worth sharing and building systems worth scaling.
I commit to writing things worth quoting and building things worth backing.
I commit to surrounding myself with people who raise my standards and sharpen my thinking.
I commit to balancing ambition with grace.
I commit to never outsourcing taste.
My Purpose
I am here to bridge the worlds of capital, culture, and creativity.
To back the pre-founders—those with vision before they have a deck. To support creators who build not just audiences, but economies. To make sure beauty, originality, and honesty have real infrastructure behind them.
My work is a bet on individuals.
Not because they’re perfect, but because they are real.
Design Principles
- Precision over perfection.
- Show, don’t explain.
- Default to sophistication.
- Compound trust.
- Always hold the original thought.
- Make it beautiful, or don’t make it.
- Be the source.