I bet on people before consensus.

At CAA, I started the agency’s digital media group back when online video was dismissed as a fad. I signed creators like Michelle Phan and Donald Glover before “creator” was a job title, and helped put Funny or Die together when I was twenty-three. Hollywood taught me my first investing lesson: anyone can spot a star at the premiere. The job is finding them first.

In 2012 I joined Chris Sacca to build Lowercase Capital, and took over as Managing Director in 2014. I spent five years working with founders at their earliest: Stripe, Slack, Handshake, Mark43. Lowercase taught me that early enough, there’s no company to bet on yet. There’s only a person.

By 2018 I wanted to see the whole game, so I joined Coatue as a General Partner and helped launch the firm’s venture practice. I led early rounds in Replit, Supabase, Handshake, DoNotPay, and Deliverr, stuck with the founders through every kind of high and low, and helped bring companies like Airtable, Loom, Deel, and OpenSea into the portfolio. Coatue taught me how to hold conviction at scale without losing the founder in the numbers.

Today I’m back where I like to be: close to the person with the idea. I write $250K to $1M checks to talented builders, mostly at the application layer of AI, where products, agents, and interfaces are built on top of the models. The next decade belongs to founders who can turn raw intelligence into things people can’t stop using. My job is to be their first call on product, strategy, and the story they’re about to tell the world.

If that’s you, email me.

Life is a potluck. Bring something to the table.