Updates
What I'm working on.
What I'm working on, and what's new with me. Launches, the fund, and investments I've made.
Oct 4, 2026 · Multisites.ai
I Launched Multisites.ai
The friction property management built its whole system around is vanishing. The websites have to change with it.
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 Started Outperform Ventures
Same work as always, now with a structure and a team behind it.
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 · Note
Preparing for Slack's IPO as an Early Investor
I was an early investor in Slack. When the company filed to go public in 2019, I read the S-1 line by line to prepare: global spread, the shape of enterprise adoption, the size of the infrastructure bill, and what it all meant for the business.
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