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The Climate Safety Net Is Gone. Here's What Replaces It.
Guest Post by David del Ser: A new category of climate financial products is emerging. It will be built in frontier markets first.
Apr 18
Never a Good Moment
Last week I guest lectured at Harvard Business School.
Apr 10
[Guest Post] Three challenges that make or break any tech company
Guest post by Igor Pejic, author of Tech Money
Apr 1

March 2026

Announcing The Fluent Geo Alpha Prize
The Future of Innovation Is Global. We Discuss It Here.
Mar 24
Reflections on considering venture as an early career job
Two MBA students asked me separately for career advice.
Mar 3

February 2026

Innovation in an Age of Fracture
Reflections from the World Government Summit
Feb 11
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
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