We prioritize markets poised for great growth, as the right market can significantly increase a company's chances of success.

Good investors focus on the potential of a company ten years from now, while bad investors focus on the current total addressable market.

We encourage our team to invest in opportunities that show promise, even if they come with risks, as this can lead to significant breakthroughs. In venture capital, the key to success is identifying the next big thing early and investing heavily, rather than focusing on win rates or percentage returns.

Investors often chase opportunities in startups, hoping to profit from future growth, which can lead to inflated valuations that may not be sustainable.

We try to narrow down our focus to areas where we believe we have a greater competitive advantage, avoiding investments that involve product risk.

I focus on seed and pre-seed investments to quickly support companies that may never need to raise money again, similar to successful self-funded gaming companies.

Investors are generally excited about large markets with clear business models, and they often have hypotheses on how to capture those markets.

When investors have significant capital, they tend to invest in teams that appear to be attractive to other intelligent investors, which can lead to inflated valuations based on perceived potential rather than actual performance.

Most of the value in tech companies exists far in the future, often beyond a decade, which is why growth rates are often overvalued compared to long-term durability.