The best founders have figured out that owning their narrative gives them meaningful leverage. Founders and companies can increasingly communicate their narrative in a direct and compounding way to investors.

Product market fit is just narrative distillation for customers. It only makes sense that this same process is as crucial for investors and employees, too. And just as we have spent so many years reinforcing the primacy of founders focusing on product market fit—and the process of how companies converge on it—so too must founders take distilling th... See more

As a founder in a world where capital is easy to get, what matters is how to explain yourself, distill the company, and get public markets to understand you in the right way.

I spend 90% of my time thinking about stories and narratives, and like so many other things, narrative formation is getting decentralized. This is my attempt to figure out what’s happening and where it’s heading.Crafting and telling stories is part of what makes humans humans. Stories let us coordinate across time and space. Stories are undeniably ... See more