Sasha’s Substack
SashaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 2 years ago | Last Issue | 5 months ago |
| Active | |||||
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sashapage.substack.comLatest Issues
2025 in Review: Patterns From 50 Investments
In 2025, I maintained similar deal flow to last year, investing in about 5% of companies I met. The portfolio is showing early signs of power law dynamics: top 5 companies drive 79% of revenue, with 7 companies hitting $1m+ ARR. Key lessons...
Intuition in the Woods
FBI Special Agent Dale Cooper is standing in the woods outside Twin Peaks, giving the local sheriff’s department a lecture on Tibet. He’s set up a chalkboard among the Douglas firs. He writes a suspect’s name on the board, “Jacques Renault”...
San Francisco's Doom Loop Was Always a Myth
When I graduated college in 2012, San Francisco was barely a tech city. Tech made up only 10-15% of the city’s economy. I moved to SF in 2007 and worked my way through school as a busboy and security guard while the city went through hell....
18 Months In: The Angel Investing Questions I Thought I'd Have Figured Out By Now
Eighteen months into angel investing, I've personally spoken to 730+ startups and invested in 44 of them—a 6% hit rate. I'm past the total beginner stage but nowhere near experienced. What surprises me most is how much I still don't know, d...
Coincidence Cascades
A coincidence cascade is a chain of related coincidental events that build on each other. I've experienced several in my life—here are two that shaped my path.
Early in my time in the US, a fellow Belarusian offered to teach me to ride a m...
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