Nicholas Moryl

These are the breadcrumbs. The rest of the journey is yours alone.

Success is about finding and defining your own game, the one you are uniquely suited to play. No one can tell you what that is and it’s not discovered with the thinking mind.

10 years ago I concluded the most intense learning period of my career as a junior member of the investing team at Khosla Ventures. I spent the last 9 months distilling what I learned over that period into a 9-part curriculum, replete with exhaustive references and resources.

@Jared_Seidel_ nmoryl.com - i'm working on making it an actual site soon!

If you have a personal website drop it here. I'm making a /friends subpage on my website for all my internet friends

There is no such thing as a high-permitting, high-cost city. If you have demand and you aren’t permit-maxxing, you’re rent-maxxing.

@crapshoot101 @ArmandDoma @JackieFielder_ damning with faint praise there, aadik

@ArmandDoma FWIW, as a mission resident, it feels like the one area where we do see construction, despite the best efforts of @JackieFielder_ and her minions; the Bryant st corridor has seen 5 new building in the 10 years I've been here

incredible that the political consensus of the city keeps being "we should never allow new housing to be built in the Mission, guaranteeing it will get richer and whiter over time" and that is somehow seen as Very Progressive

every data center story says it uses "as much power as 100,000 homes" like that's a scandal. an aluminum smelter pulls five times that and it's why airplanes are cheap. measuring industry in homes is how you train a country to believe building things is a crime

But if you want to play that game, I've spent this whole series of 9 posts laying out the tools and influences that shape the practice and will improve your likelihood of success. With that, read the final chapter here: nmoryl.com/how-to-think-l…

VC is neither good nor bad; it's just another funding mechanism within a much larger system. Vilifying VCs is just as misguided as worshipping them.

Wrapping up my "How to Think Like A VC Series" with Part IX: What Makes An Attractive Business to a VC? If you ever wanted to know how power laws affect venture returns, or why software is uniquely well-suited to VC, this is the post that unpacks it.