
Mental models in crypto, venture, and life
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | candidcontemplation.substack.com |
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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...
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.
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...
“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...
The writers behind this newsletter.
I like mental models in venture and people | General Partner @Portal Ventures | @DotCuriousCat on X
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