Welcome

tldr: Imperial Russian history to quantitative finance, now heading research at Altos Ventures and crafting an AI playbook for building the next generation of software companies.

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• How to go to China — Notes on competition, scaling laws, food, convenience, and more
• Opinions on business school at Stanford — What I wish I knew before my first year at the GSB
• The purgatory of endless possibility — Let’s explore the unique existential dread of graduation together
• Nerds should train like professional athletes — How to dominate knowledge work
• Project Federer — A data-driven tennis analytics system that encoded every shot across five dimensions