Updates
What I'm working on.
Projects I'm building, companies I've backed, and news from Outperform Ventures.
Oct 21, 2026 · Fly or Tesla
Fly or Tesla Passes 4,000 Trips Checked
Fly or Tesla passed 4,000 trips checked less than a month after launch. It now covers nearly 1,000 routes, suggests landmarks along the way, and puts the fly-or-drive toss-up at about 10 hours on the road.
Oct 4, 2026 · Multisites.ai
AI Agents Are Shopping for Apartments
Renters now send AI agents to compare prices and book tours. Most property websites were built for people. That gap is why I invested in Multisites.ai.
Oct 1, 2026 · Vurvey Labs
Listen Labs Sold for 67x Revenue. Airtable Sold for 2.7x.
AI-native companies are valued on their data and their models, not their revenue. A database with a dated interface for humans is valued like what it is.
Sep 13, 2026 · Outperform Ventures
Why I'd Rather Back Founders Than an Index Fund
I've invested in founders since 2019. In 2026 Outperform Ventures became a venture studio that brings capital, strategy and growth to early-stage companies.
Mar 20, 2024 · Reddit
Why I'm Buying Reddit's IPO
Most people still see Reddit as an ad business. I'm buying it because it owns one of the most valuable sets of human conversation on the internet, and AI needs it.
Apr 26, 2019 · Slack
Preparing for Slack's IPO as an Early Investor
What a public filing tells an early investor: how far a company has spread, how enterprises adopt it, and what it costs to run.
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