Writing

Thoughts on investing, AI, technology, and business, along with personal reflections.

Corporate Financial Management Notes

September 14, 2026

Character, Capability, and the Qualities That Matter

August 14, 2026

Notes on Seeing the Future, Picking Winners, and Pricing Under Uncertainty

August 3, 2026

Give and Take

April 20, 2026

VC in China is recovering

April 15, 2026

Courage

April 14, 2026

Finding the Right Career: Passion, Talent, and Opportunity

March 30, 2026