What I’m learning and unlearning as an operator and investor.

I write this when there is something worth sending, which is not on a schedule. It goes to the same list I have been writing to since 2020. Usually, it starts with something I ran into that I am still thinking about.

Roughly, it covers three things:

• Operating. What I am trying in my own go-to-market work: customer acquisition, AI and discoverability, building The Discoverability Company, and the parts that are working or not working yet.
• Investing. What I am seeing at pitch events and across pre-seed: the ideas that get my attention, the questions I keep asking, and why I wrote a check or did not. The deal memos are public for the same reason.
• Unlearning. The assumptions I am revising about startups, traction, go-to-market, and failure. Sometimes that connects to The Patterns of Startup Failure. More often, it is just something I thought I knew and see differently now.

No sequence, no drip, no upsell at the end. One address, never shared, and an unsubscribe link in every send that works the first time.

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Unsubscribe in every send. I do not share the list.