Every day leaves a deposit.
Guano layers what I see as an investor, from founders, investors and markets, and processes it into insights that help things grow.
The layers
Newest on topThe Drop
Weekly
The newest layer. One fresh insight and one chart from the deposit, every week. Formerly Quick Tech.
Field Notes
As they happen
Short, raw observations from founder calls, investor meetings and the market.
Core Samples
Deep dives
Drill through years of layers on one topic and see how it changed.
Fertilizer
Frameworks
Tools and frameworks that grow out of the layers, for founders and investors to use.
The Deposit
Since 2022
The archive everything grows from: notes from every founder, investor and market conversation. Private. It feeds every layer above.
Why the name
No single dropping was worth anything. But seabirds left a little every day, and over centuries the layers on Peru’s islands became the fertilizer that fed the world’s farms and paid for a nation.
Guano works the same way: a little every day, from founders, investors and markets, layered until it helps things grow.
Latest Core Sample
The first Core Sample is being drilled. Subscribe to The Drop to get it first.