Second Believers In Each Other: A Decade-Long Collaboration with Justin Mares
Today is a big day for Truemed, one of our portfolio companies. Justin Mares (founder & CEO) is announcing a Series A funding led by a16z to further his mission to make proactive, preventive healthcare affordable and accessible for all.
Rizz & Tizz (and a Little Biz): Our Framework for Magical Weirdness
When people ask what we look for in founders at Long Journey, I have a simple answer: Rizz and Tizz. Yes, it’s exactly what it sounds like (charisma and autism, for the uninitiated), but trust me when I say that it is only spoken with the deepest possible respect.
Chip On My Spine: A Love Letter to Silicon
A deeply unhinged analysis of why I got a semiconductor company's (Substrate’s) logo tattooed on my spine and call it the start of my "neural network"
All Roads Lead to Fabs: Becoming Substrate’s Second Believer
In 2022, a founder named James Proud told me he was going to take on ASML and build a semiconductor foundry in the United States. Today, Substrate launches publicly with proven technology and a world-class team.
Trillion Dollar Trigger: The Upside of Founder Envy
Three years ago, I passed on a founder because he reminded me of myself at 25 — except successful.
That’s it. That’s the tweet. That’s also how we lost three unicorns.
What's a Second Believer Really?
"We are second believers in the magically weird."
Why do we believe this? Let me explain.
Long Journey: Coming of Age
We have doubled our AUM at Long Journey by closing Long Journey IV, a $181,818,181.8 fund. This business has always been personal, and today I would like to explain why it matters to me.
The Stories of Cyan
Cyan has been on an adventure having conversations with magically weird humans. Get a glimpse into the “spirit of Cyan” through her life stories and beliefs.
Our Mascot: Lore of the Bellwether
We believe that sheep are deeply misunderstood and quite magical. That is why we should a “side-eye, bellwether sheep” as our mascot. Here is why.
“Gas to Cash”: Becoming Crusoe's Second Believer
“Wait, let me get this straight. You are turning large fire balls coming from the ground into Bitcoin in North Dakota?” I exclaimed to Chase Lochmiller.
“Yes, and one day this will power the future of AI.” Chase replied
Long Journey: The Beginning
We’re biased, but we think we are the most interesting group of investors out there.
