Gerald MasonWhen Democratization Falls ShortIt is often assumed that the democratization of “x”, whatever it might be, is a positive development, for the mere hint of democracy is…1 min read·Jul 10, 2021----
Gerald MasonPermissionless Meritocracy in the Age of Venture Capital GatekeepingVenture capital (VC) resides at the center of twenty-first century commerce. A titan in this moment of innovation, it boasts considerable…3 min read·Jul 8, 2021----
Gerald MasonNarrative EconomicsI discovered an interesting book, Narrative Economics, written by Robert Shiller. In it, he discusses how popular stories shape economic…2 min read·Mar 1, 2020----
Gerald MasonThe Revival of Unit EconomicsOver the past year, there has been a real, fundamental shift in the conversation around startups. With the arrival of this moment comes a…2 min read·Feb 21, 2020----
Gerald MasonTo Debt or Not to DebtRecently, Alex Danco wrote an excellent post about debt and startups. In his piece, he raises an interesting point:” Because equity is how…4 min read·Feb 18, 2020----
Gerald MasonConcrete EconomicsI recently finished Concrete Economics, a book written by Stephen S. Cohen and J. Bradford DeLong. The book’s thesis is one of returning…3 min read·Jan 30, 2020----
Gerald MasonThesis InvestingA common practice among venture capitalists is the creation and use of investment theses. An investment thesis reflects a conviction about…1 min read·Oct 3, 2019----
Gerald MasonPattern-Matching FitFinding outsized returns in a changing entrepreneurial moment.7 min read·Sep 28, 2019----
Gerald MasonAI Adaptation ThesisThis thesis rests on the concept of duality. It holds that things are neither singular nor one-dimensional; instead, they are plural…5 min read·Jul 30, 2019----