Doldrums

💡The Doldrums - a state or period of inactivity, stagnation, or depression. We bought 3 companies in 3 months once. We haven't bought

Measuring Stuff

A Preamble On Markets I can't title something like this without mentioning how tough the markets have been the past few weeks. I,

Building A Content Factory

💡Keep in mind, these thoughts apply to our small portfolio. My thoughts would shift if we had larger companies that could individually support full time

Micro PE Mindset

We've been running a micro PE fund for 18 months now. It's a fundamentally different business This week at XO, we

Co-Founders

💡update 2025. it in fact did not work out. it went to ZERO. Starting companies with people you've only interacted with online sounds

Episode

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