About

I started a company at 17 which built legal software for international law firms in South America. That experience made me fall in love with startups.

In college & grad school I studied mechanical engineering, computer science, & control systems which helped me understand the power of well-designed machine learning. I joined a startup called Appian as a software engineer building Java systems for government agencies before coming to California in 2005.

At Google, I worked initially in customer support & afterwards in Marissa Mayer’s Associate Product Manager program on the AdSense team developing classical machine learning models for ad targeting, in particular internationalization & social media monetization.

In 2008, I became a venture capitalist & worked at Redpoint. Then in 2022 founded the venture capital firm Theory Ventures, an early-stage AI & web3 investment firm focused on building concentrated portfolios. I’m a student of startups & have been privileged to work with eight unicorns.

Through data-driven analysis & insights, I write about the evolving landscape of technology, startups & venture capital. My goal is to help founders, investors & leaders understand the strategic dynamics shaping our industry & navigate the complex intersections of innovation, growth & market forces.