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Candid Contemplation

Catrina

Mental models in crypto, venture, and life

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues39SubscribersRead candidcontemplation.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Pattern Matching the Impossible

As a venture nerd, one of my favorite conference activities is walking into a founder mixer and challenging myself to spot a “killer” just by reading the room. It’s a three-step process: 1. identify the potential killer, 2. drift into their...

16 days ago
3
0

Attention as a New Asset Class

This is not strictly a crypto thesis, but one I’ve been noodling on for a while. A clean way to frame it is through the “Inflection → Insight” lens from one of my favorite venture books, Pattern Breaker.

a month ago
1
0

Non-Obvious AI Hacks from a Normie

I increasingly talk to AI more (in frequency and consistency) than to humans. The mutual understanding deepens with use. There’s a growing, intuitively weird but practically rational psychological dependence on AI as my coach, confidante, t...

2 months ago
2
0

ChatGPT: The Western "WeChat" Super-App Nobody Saw Coming

“We are creating the WeChat for the Western hemisphere” has been so pervasive in startup pitches across Web2 and Web3 that it has almost become a cliché. I have long been skeptical of any new startup’s right to win here, because the most im...

3 months ago
3
0

Authors

The writers behind this newsletter.

  • Catrina

    I like mental models in venture and people | General Partner @Portal Ventures | @DotCuriousCat on X

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