I am in Austin for the Upper 90 LP and founder event. I am a big fan of the way they think and invest. I am an LP and have made a few sidecar investments including Thrasio. It was fun to sit and talk about growth and TAM with Josh (one of the Thrasio founders). …

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I treated myself to the new Apple iMac because I can afford it and it is a beautiful piece of hardware/furniture. I have been working from/on an Apple MacBook for a very long time. I LOVE it. It is fast, it is bright, and it has helped my productivity. I have no idea what goes …

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As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it out. Good Monday morning …

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Yesterday I covered Marc Andreessen and Ben Thompson on the subject of ‘remote work’ being the biggest benefit of technology. The other night I had a quick chat with Naval and Brian over a meal while I was up in Manhattan Beach. It was a lot of fun to catch up on AngelList and the …

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Marc Andreesden has a new post out titled ‘Technology Saves The World‘ and this part really rung true to me: Finally, possibly the most profound technology-driven change of all — geography, and its bearing on how we live and work. For thousands of years, until the time of COVID, the dominant fact of every productive …

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This last week has been about the face to face meeting and I have been back in my element, enjoying my job. Tom, Gary and I have been together this week getting founder pitches, discussing the future and putting together our plans. Yesterday I drove up to Manhattan Beach for the day to walk and …

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Whenever I get a little nervous about technology stocks I call my friend Jeff Richards to be on the podcast. This will make three times since March 2020. Jeff has had a hot hand since birth and he’s a nice guy so just have a listen here on Spotify or Apple. For more details on …

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I finally got a Peloton. It is better than I thought it would be. It was delivered and set up and all I had to do was get the positioning of the seat right and I was in business. I made a mistake and used my real name as my ‘user name’ so people are …

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Today, our portfolio company Gotrade announced their $7 million seed round to make investing in US stocks accessible for literally anyone. It’s something we take for granted in the US but billions of people globally are simply unable to invest in US public companies. Gotrade has changed that, bringing a Robinhood experience to the rest …

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As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it out. Happy Monday. Some …

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