Memos from Hawk Hill Ventures
Paul Klein, George MatelichWe're early stage investors sharing our ideas and investments.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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memos.hawkhill.venturesLatest Issues
🌁 I Know There Is Alpha Somewhere
Simply put, alpha is excess return: performance above what the market, a benchmark, or a peer group would suggest you should earn for the risk you are taking.
Alpha is not merely doing well. It is doing better than expected.
Thanks for re...
✉️ A Letter to My Younger Self
In 2021, I came to a big crossroads in my life. I was 25, had a great career underway, and on a clear path to relative success and comfort. To be clear, this is exceedingly rare and I’m exceptionally lucky to have the privilege to be in thi...
🛡️The Fallacy of "Defensibility"
Having spent a lot of time talking with VCs recently, I’ve noticed the same talk track being repeated constantly. “Why can’t this just be done with Claude?” “What makes this defensible?” “What stops OpenAI from building this?” “Why won’t th...
🪙 Get in the token path
A few weeks ago, Jamin Ball at Altimeter wrote a great piece called Get in the Token Path. The core idea: the biggest infrastructure winners of the cloud era monetized the core consumption primitive of the platform. In cloud, that primitive...
🔨 In Defense of Software
If it was on Substack, it must be true.
The world is changing incredibly fast. Public software company valuations are falling through the floor. Startup financing is either untethered from reality or suddenly much harder to come by. At the...
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