Every industry has one person who just sees things deeper.
In tech, that person is .
He writes
, a newsletter that doesn’t chase the moment but explains the moves that matter. It covers strategy, systems, and decision-making inside companies like Stripe, Sequoia, OpenAI, and more.His work isn’t fast takes. It’s built to last.
Structured like a board deck.
Researched like an investment memo.
Written so clearly, you start seeing patterns you missed before.
He’s unpacked:
How Stripe scales from the inside
Sequoia’s long-game across decades
What’s actually happening beneath the AI hype
Why some companies stall—and others compound
This isn’t reporting. It’s analysis.
This isn’t content. It’s clarity.
Founders study it.
Investors share it.
Operators build off it.
If your work touches startups, tech, or venture, this is the newsletter you want to pay attention to.
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