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Second order lessons from Brex's acquisition
The future of innovation is global. We discuss it here
Feb 2

January 2026

Subject: 5 Counter-intuitive Insights from Our AGM + AI Easter-egg
The Future of Geographic Alpha Investing
Jan 26
The Future Of Venture Capital: Strategies That Win
Why Solo GP or Traditional Firm is the wrong question
Jan 16
Happy New Year + Six Contrarian Predictions for 2026
The Future of Innovation Is Global. We discuss it here.
Jan 2

December 2025

Why We Invested In Jutro and The Venture Case For (*SOME*) AI-Powered Roll-Ups
The future of innovation is global. We discuss it here.
Dec 17, 2025
SEA Dispatches: From Blitzscalers to Bedrock Builders
The future of innovation is global. We discuss it here.
Dec 1, 2025

November 2025

The Next Fintech Wave – AI, Stablecoins and Programmable Trust
3 Trends From Money 2020
Nov 16, 2025

October 2025

Three Korean Companies You’ve Never Heard Of (But Should)
The future of innovation is global. We discuss it here.
Oct 20, 2025
Crypto’s Quiet Mainstreaming This Year
The Future of Innovation Is Global.
Oct 11, 2025

August 2025

The Four Duties Of A Manager
The future of innovation is global. We discuss it here.
Aug 15, 2025
The Global Contest for Breakthrough Technologies
Guest post by Mehran Gul on his new book: The New Geography of Innovation
Aug 1, 2025

July 2025

Welcome to Fintechland: Why Brazil Is the World's Financial Innovation Powerhouse
Guest Post by Luiz Manzano
Jul 16, 2025
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