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Most writing in venture follows momentum. Narratives form early, get repeated often, and eventually pass as insight.
00 (double-o) takes a different approach.
Every piece begins with a clean slate. Break the idea down. Understand what actually drives outcomes. Then rebuild the model from first principles.
This is where I write what I actually think.
The focus is venture. Markets, companies, and technologies, with an emphasis on the physical world. Robotics, construction, industrials, infrastructure. Areas where reality has a way of exposing weak thinking.
You will find:
Diligence-level breakdowns of companies and sectors
Clear views on where consensus diverges from reality
Mental models shaped by investing, not observation
If you are building, investing, or trying to understand where things are actually going, this will be useful.
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