I speak to many founders. I listen to their ideas, their pitches, their ambition. Naturally, I ask questions. A lot of them. Not to challenge for ego. To understand the underlying business. I genuinely care about how things work. A positive side effect of this is that my my mind compounds information and finds new inspiration. At the same time, I started working, earning at sixteen and saving seriously at twenty-two. My savings rate has consistently stayed above my spending. A simple, boring principle. Spend less than you earn. Repeat. Over time, savings stop being 'money', they become capital. And capital, when compounded patiently, becomes optionality. Develop an information edge. If you gather enough insight about an early-stage startup: how it operates, where it could break, why it might win, and you also have the capital to invest and forget for 5–7 years, you’re playing a game, most don't even have access to. One investment in that category can offset 5–10 that fail. And still return 10–20x on top. That asymmetry is everything. Research builds conviction. Capital lets you act on it. Information without capital is theory. Capital without information is gambling. Both together are equivalent to a superpower.
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Information + capital = superpower
I speak to many founders.
I listen to their ideas, their pitches, their ambition.
Naturally, I ask questions. A lot of them. Not to challenge for ego. To understand the underlying business. I genuinely care about how things work.
A positive side effect of this is that my my mind compounds information and finds new inspiration.
At the same time, I started working, earning at sixteen and saving seriously at twenty-two. My savings rate has consistently stayed above my spending. A simple, boring principle. Spend less than you earn. Repeat.
Over time, savings stop being 'money', they become capital. And capital, when compounded patiently, becomes optionality.
Develop an information edge. If you gather enough insight about an early-stage startup: how it operates, where it could break, why it might win, and you also have the capital to invest and forget for 5–7 years, you’re playing a game, most don't even have access to.
One investment in that category can offset 5–10 that fail. And still return 10–20x on top. That asymmetry is everything.
Research builds conviction.
Capital lets you act on it.
Information without capital is theory.
Capital without information is gambling.
Both together are equivalent to a superpower.