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Dislocation
In March 2020, the world suddenly shutdown, we all were told to stay home for an indefinite period of time. People adapted. Makeshift home offices popped up. You heard people’s roommates, spouses, and children on Zoom calls. Better lighting setups, professional microphones, and curated backgrounds began to emerge slowly, and then all at once. Some tech companies led the way by telling employees that they could be remote forever. This newfound geographical freedom sent people all over the worl...

Dislocation
In March 2020, the world suddenly shutdown, we all were told to stay home for an indefinite period of time. People adapted. Makeshift home offices popped up. You heard people’s roommates, spouses, and children on Zoom calls. Better lighting setups, professional microphones, and curated backgrounds began to emerge slowly, and then all at once. Some tech companies led the way by telling employees that they could be remote forever. This newfound geographical freedom sent people all over the worl...

Collision Conditions
At El Cap, we look at the world through the lens of collisions. We focus on companies where behavior change collides with a technological shift, allowing new entrants the opportunity to potentially disrupt incumbents, or create new categories entirely. In my own life, I’m always focused on creating conditions that are going to produce more collisions way beyond a work context. One of the ideas I’ve been obsessed with is how to engineer more serendipity across my life. There are many ways this...

Collision Conditions
At El Cap, we look at the world through the lens of collisions. We focus on companies where behavior change collides with a technological shift, allowing new entrants the opportunity to potentially disrupt incumbents, or create new categories entirely. In my own life, I’m always focused on creating conditions that are going to produce more collisions way beyond a work context. One of the ideas I’ve been obsessed with is how to engineer more serendipity across my life. There are many ways this...

The Next Disney
Personal news…I’m going to be a studio head. Actually, I’m going to be a full stack studio. I might get really into it and become the next Disney. Just kidding, that’s probably not going to happen. At least not for me. But maybe it could happen for someone else in the future? I’m using a hyperbolic example to think through what the implications are of a lot of the exciting primitives being introduced in the AI world for others to create on top of. I saw a tweet last week from a Dad saying his...

The Next Disney
Personal news…I’m going to be a studio head. Actually, I’m going to be a full stack studio. I might get really into it and become the next Disney. Just kidding, that’s probably not going to happen. At least not for me. But maybe it could happen for someone else in the future? I’m using a hyperbolic example to think through what the implications are of a lot of the exciting primitives being introduced in the AI world for others to create on top of. I saw a tweet last week from a Dad saying his...

Unmute
This past Sunday, I stocked up on some snacks from Whole Foods, filled up an extra large water bottle to make sure I stayed sufficiently hydrated, and made my way to the movie theater. I was ready for an adventure. I was gearing up to recline in my seat for over three hours to watch Babylon. The main story in Babylon follows the rise of an actress during the silent film era, and her struggles to make the transition into talkies, the sound film era. The transition from silent to sound films is...

Unmute
This past Sunday, I stocked up on some snacks from Whole Foods, filled up an extra large water bottle to make sure I stayed sufficiently hydrated, and made my way to the movie theater. I was ready for an adventure. I was gearing up to recline in my seat for over three hours to watch Babylon. The main story in Babylon follows the rise of an actress during the silent film era, and her struggles to make the transition into talkies, the sound film era. The transition from silent to sound films is...
El Cap Founders’ Letter
The Power of CollisionsIntroducing El Cap Collision theory states that when suitable particles hit each other, only a certain percentage of them will result in a change. These collisions are the ones with enough energy at the moment of impact to break existing connections and form new bonds. In many ways, El Cap’s story is one of collisions, where people, companies, and technologies collide with enough energy to form powerful new bonds. This is how our partnership came to be, and it’s a core ...
El Cap Founders’ Letter
The Power of CollisionsIntroducing El Cap Collision theory states that when suitable particles hit each other, only a certain percentage of them will result in a change. These collisions are the ones with enough energy at the moment of impact to break existing connections and form new bonds. In many ways, El Cap’s story is one of collisions, where people, companies, and technologies collide with enough energy to form powerful new bonds. This is how our partnership came to be, and it’s a core ...