2025 Annual Letter: Unity of Knowledge and Action
On cycles, conviction, and the 0.3% who survive.
Annual LetterI'm Simon — a venture capitalist, writer, and student of technology. I write about what I learn, what I believe, and what I'm building.
I'm a venture capitalist focused on early-stage technology companies. I believe the best investments come from deep understanding — of technology, of people, and of the systems that shape our world.
Before venture, I worked across technology, finance, and operations. I write to clarify my own thinking and to share what I learn along the way.
This site is where I publish my personal views, research reports, and stories from the journey.
Personal views on technology, venture capital, and the future.
On cycles, conviction, and the 0.3% who survive.
Annual LetterWhy the most successful companies are built by people who refuse to optimize for the short term, and what that means for how we invest.
Venture CapitalA framework for evaluating AI companies beyond the hype cycle, based on patterns I've seen across dozens of investments.
TechnologyEvery investor has failures. The difference is whether you extract lessons from them. Here are mine.
LessonsThe most important currency in venture isn't money — it's trust. How I think about building genuine relationships.
Venture CapitalDeep dives into markets, trends, and emerging technologies.
A comprehensive look at the infrastructure layer powering the AI revolution — from compute to data pipelines to deployment.
Mapping the climate technology landscape and identifying where venture dollars can have the most impact.
How fintech startups are systematically dismantling traditional financial institutions, one product at a time.
Personal reflections, conversations, and lessons from the journey.
Sometimes a single conversation at the right moment can alter the trajectory of your life. This is the story of mine.
PersonalThe calculus of risk looks different when you realize that not taking the leap is the biggest risk of all.
PersonalA curated list of the books that have most influenced my worldview, with notes on why each one matters.
ReadingI send occasional updates with new writing, research reports, and things I find interesting. No spam, unsubscribe anytime.
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