In November 2025 I shared a series of LinkedIn posts as a founder‑turned‑venture‑investor reflecting on my personal journey, the role of AI, the importance of deep market history, niche expertise, and disciplined decision‑making.
Success often brings comfort. Comfort creates blind spots.
Uber arrived with a simple idea and reshaped consumer behaviour across the country.
AI can help you analyse markets, pressure test assumptions and understand competitive dynamics with greater precision.
If you know the full history of your space, you signal something rare.
The fastest way to lose a room is to pretend history does not matter.
If you want to succeed as a venture capitalist, you need to own a niche. Not observe it. Own it.
Here are five ideas that have helped me sustain it over time.
The real challenge with change lies in staying with it.
Betting on the jockey continues to be the decisive factor.
Every strong business has an emerging challenger, even if you cannot see them yet.