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The Compute Grid
I’ve been watching CS153, a Stanford class taught by Anjney Midha, founder of AMP PBC, and have been drawn to his ideas about the standardization of compute. I've been thinking about his ideas for a while and wanted to develop them further. I spent some time summarizing his argument and dug deeper into the insight, preconditions, timeline, and areas that I believe are investable. I also want to make the case for why the early version of this should be built out of Singapore.
23 hours ago11 min read


Complexity: Networks
Networks are everywhere. They form the backbone of our internet, the routes airplanes travel, how neurons in our brain communicate, and...
Jan 6, 20253 min read


Complexity: Incentives
I've spent the last few months thinking a lot about complexity, the study of complex systems. I've read two books, Complexity: A Guided...
Jan 5, 20256 min read
The Grid
Micky Malka, founder of Ribbit Capital, recently appeared on the Invest Like the Best podcast and discussed his investment thesis,...
Dec 28, 202410 min read
Seed Investing Frameworks
One of the questions I get the most from founders is what I look for when making an early-stage investment. Throughout the years I've...
Dec 10, 202410 min read


Sacramental vs Secular Value
Definitions Money : Humanity’s great invention for making value fungible and liquid. It lets us take something abstract—like the worth of...
Dec 6, 20245 min read
WV Fund II
I am pleased to announce WV, my second solo GP fund to partner with founders building category-defining companies at the earliest...
Feb 6, 20231 min read
Aphorisms
Human desire is mimetic. Imitation is the fundamental mechanism of human behavior. We don't know what we want on our own so we copy the...
Feb 21, 20225 min read
Crafting a Seed Fund
I've spent the past year building iSeed SEA, a seed fund partnering with ambitious founders across Southeast Asia at the earliest...
Aug 11, 20215 min read
Trust the process
The path to greatness is long and setbacks will happen.
Dec 16, 20205 min read
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