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.
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.
