short tactical notes and observations
[Club Edition: Welcome to the Weekend] I'm not the only VC interested in music. Three “swim lanes” influenced my house and D&B forays in the early days. And I’ve been interested in many of these samples that I’m hearing everywhere now … Afrobeat We used a lot of Clyde Stubblefield samples from 95 and 98: … Continue reading Tech x Art: From Afrobeat to Deep House
The author emphasizes the importance of celebrating small wins in the long journey of venture capital. While aiming for higher goals is essential, recognizing each step along the way is crucial. Each action contributes significantly to the overall success, highlighting the value of incremental progress over time.
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] Michael Polanyi’s notion of tacit knowledge (what we know but cannot fully articulate), know-how resides in practice, habits, culture, and embodied skills … Continue reading Tactical Notes: Tacit Knowledge — What We Know But Cannot Fully Articulate
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] The presence of capital events (funding rounds, M&A, fund strategy) can sometimes be over-ascribed to individual influence unless the narrative shows how … Continue reading Tactical Notes: The Weight of Capital Alone is not Proof of Superior Judgement
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] We are not entitled to capital. Or conviction. LPs operate under uncertainty just as we do. In a world of competitive convergence, … Continue reading Tactical Notes: Access is Earned, Not Expected
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] Capital formation strategy is a product of LP-GP fit. The best LP-GP relationships are not built on performance narratives but on shared … Continue reading Tactical Notes: Fit First, Fund Second
https://creators.spotify.com/pod/show/brilliantpeoplepodcast/episodes/Erik-Anderson-Founder--CEO-of-WestRiver-Group-and-Vice-Chair-of-Topgolf-Callaway-Brands-on-Leading-in-an-Exponential-World-e32t7u1/a-abuoet6 The cornerstone of high performing teams is safety: Safety to fail, safety to doubt, safety to speak your mind, safety to disagree, safety to make mistakes, safety to not have certainty. That doesn't mean you're not accountable -- you still have to own your mistakes. But safety is at the core, especially under radical … Continue reading Tactical Notes: When Teams Fail.
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] Exceptional managers demonstrate process discipline and high-touch relationship crafting. The myth of institutional vs. personal is a false binary. Sophistication in process … Continue reading Tactical Notes: Institutional is Personal
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] The best LPs are intellectual partners — equal in vision, asymmetric in pressure-testing. LPs are mission-critical partners, not passive capital. Too many … Continue reading Tactical Notes: LPs Are Not a Line Item
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] Venture Capital today looks like Private Equity a decade ago. It is entering its own private equity era. Product alone is no … Continue reading Tactical Notes: Venture’s Distribution Reckoning
