Sora 2 Is the ChatGPT Moment for Marketing

Product-personality fit

Announcing Creator Ventures Fund II

Our new $45m fund to continue our mission to become the world's best early-stage partner to the next great consumer internet founders.

ReelShort and the rise of dramaslop

What ReelShort is, how it got started, and why its copycats are taking over the internet

Filling a leaky bucket: what determines the importance of churn

On unit economics streams and TAM reservoirs

Interactive avatars: The face as the next interface

Building on WhatsApp: The Next App Platform

How and Why WhatsApp Will Conquer America

Soon, we will all be green bubbles

Venture Capital's Hidden Leverage Problem

What's more leveraged than a leveraged buyout?

Threads: Will the Primordial Soup Evolve?

Threads' Biggest Challenge

Why Reddit will be fine, and Twitch won't

On the defensibility of social products

Google, ChatGPT, and Disruption Theory

Christensen and the meta-innovators dilemma

Why Selling to Creators is Hard: The Unholy Trinity

"Pay to Survive", a New Paradigm for Social Media

Thoughts on Meta Verified and the Platform Tax

The AI Barbell in Social Media

The Live Content Death Zone

A Brief History of Content on the Internet

Investing in beehiiv and the Invoice-Emotion Test

The Repetition Incentive on Content Platforms

The Death of the Creator (and Rebirth of the Creator Economy)

The Great Unbundling of Consumer-Social

Announcing Creator Ventures Fund 1