Canonical I (2022): 0.3x net DPI My founder brain is impatient. But running a fund has taught me that venture requires a weird balance of urgency and long-term greed. You have to give enduring companies time to build generational value, but can't be asleep at the wheel when liquidity windows open. A few principles behind how we operate: 1. Respecting fund math 2. Concentrate 3. Take chips off the table* PS: