Field Notes: How to Read an S-1
12 November 2026
Enough to follow the conversation, and to know when someone's overselling it. Field Notes are short guides to subjects I've either worked in…
Reflections on leadership, lean, and life.
12 November 2026
Enough to follow the conversation, and to know when someone's overselling it. Field Notes are short guides to subjects I've either worked in…
12 November 2026
Enough to follow the conversation, and to know when someone's overselling it. Field Notes are short guides to subjects I've either worked in…
12 November 2026
Enough to follow the conversation, and to know when someone's overselling it. Field Notes are short guides to subjects I've either worked in…
6 November 2026
This mid-term election season I was fascinated by the information on prediction markets such as Polymarket and Kalshi. The wisdom of crowds was often…
2 November 2026
When my partners and I sold our company four years ago, we hired a high-priced Silicon Valley legal team. The structure of the deal was relatively sim…
29 October 2026
After my last few posts on quantum, several of you wrote back with roughly the same reaction: intrigued, slightly unnerved, and not at all sure what t…
28 October 2026
Like a lot of investors this week, I spent an evening with Anthropic's S-1. I'd opened it for the financials. I stayed for the risk factors, w…
1 October 2026
Enough to follow the conversation, and to know when someone's overselling it. Field Notes are short guides to subjects I've either worked in…