Finance & Venture Capital
Financial models, public S-1 dissections, venture capital strategy, and startup unit economics.
Quantitative Analysis & Unit Economics
Why is it so Hard to Build a Diagnostic Business?
The clinical and economic trade-offs in early disease screening: why sensitivity doesn't guarantee viability and how PPV shapes commercial margins.
Visualizing How Market Volatility Impacts Risk & Returns
Interactive contour maps and geometric mean simulations demonstrating the mathematical drag of variance on long-term compound growth.
Calculating the Financial Returns to College
Internal Rate of Return (IRR) and Net Present Value (NPV) workbook modeling higher education ROI across degree tiers and opportunity costs.
Lyft vs Uber: A Tale of Two S-1s
Side-by-side financial breakdown of rideshare economics, take-rates, driver incentives, and contribution margins.
Snap Inc. by the Numbers: Unit Economics at IPO
Pre-IPO unit economic examination of hosting cost scaling, ARPU trajectory, and cloud infrastructure contract commitments.
Venture Capital & Operator Strategy
Why Tech Success Doesn’t Translate to Deeptech
Why standard software venture playbooks fail when applied to atoms, physical scaling laws, and technical de-risking cycles.
The Startup Battlefield: Lessons from Military History
Translating historical doctrines of asymmetric warfare, supply lines, and rapid concentration of force into startup execution.
Advice VCs Want to Give (But Rarely Do)
Direct, unvarnished guidance on pitch narratives, investor psychology, and constructing defensible market sizing.
The Four Types of M&A
A strategic framework categorizing tech acquisitions: talent, product, distribution, and preemptive defense.
Our Job is Not to Make Money
On the true mandate of venture capital: backing fundamental innovation where financial returns are a byproduct of real value creation.