
Why I joined Sycamore
March 31, 2026
On Halloween last year, my cofounder Carlo and I had a handshake deal with a pretty known AI company to sell FirstQuadrant, and for the first time in nearly a decade, I had nothing to build. I wrote about this in my Year of Discovery post: the plan was to sit with the discomfort. Not rush into the next thing, and figure out who I am when I’m not “cofounder of X”. As you’d expect, that lasted about six weeks. By December, I was restless.








































