Behind The Scenes: My Conviction in The Investments I Make
People often ask how I decide what companies to invest in, and where I get the conviction to actually put money in.
In thinking about it, most of my investments have come from decades of thoughts about a specific problem that a company is solving.
This is the story of how and why I believe The Browser Company (Arc) is the operating system for the future of the internet.
Here is some insight into the thousands of hours and deeply emotional personal experiences (erm, what…?) spanning the past decade, that ultimately led me to posting the tweet above.
July 2014 - It All Started With A Chromebook
I got my first Chromebook as a college graduation present from my mom back in 2014. She could immediately tell that she had made a mistake.
You could see the thoughts as if they were painted directly on my face (I couldn’t even pretend to hide it):
Where did this come from and… why?
She...