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Phase 2
Start publishing
Nov 2026 – Mar 2027 · Public writing begins, cadence builds
Nov 1, 2026 – Mar 31, 2027 · 0% complete
Weekly rhythm
2h reading · 3h writing/do
Checklist
Books in this phase
Library- Bessemer — "State of the Cloud" (most recent)todo
- Tomasz Tunguz blog (Theory Ventures)todo
- Fred Wilson — AVC blog archive (~2008 onward)todo
- Bill Gurley — Above the Crowdtodo
- Marc Andreessen — "Why Software Is Eating the World" + a16z AI/infra essaystodo
- Paul Graham essaystodo
- Chamath / early Social Capital shareholder letterstodo
- a16z Infrastructure / Enterprise — blog & podcast (dev tools, OSS)todo
- Joseph Jacks / OSS Capital — open-core & commercial OSS writingtodo
- Open Source Business Almanac–style writeupstodo
- Point Nine Capital SaaS blogtodo
- Retool, Vercel & peer GTM blog poststodo
Practice
All practiceNo practice topics linked to this phase yet.
Milestone
3 published memos, consistent 6-week cadence proven, tracked list of 15–20 target funds.
Guardrail
6 weeks per memo, not monthly, is the honest cadence at 5 hrs/week.