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A new direction for this newsletter
raymondluk.co is now founderinresidence.co
Jul 9
•
Raymond Luk
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A Leap of Faith
A new direction for this newsletter
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January 2024
Why it's hard for VCs to be contrarian
In The Myth of the A Player I poked at the conventional wisdom of what makes an “A player.” Most early stage VC filters are tuned to be consensus-right…
Jan 9
•
Raymond Luk
4
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A Leap of Faith
Why it's hard for VCs to be contrarian
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December 2023
The Myth of the "A Player"
Counterpoints
Dec 6, 2023
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Raymond Luk
3
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The Myth of the "A Player"
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November 2023
Take the Armchair Board Member Test
It’s only been a week since I wrote about Sam Altman being fired and hypothetical reasons why the board could have been justified. Altman is back and…
Nov 28, 2023
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Raymond Luk
2
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A Leap of Faith
Take the Armchair Board Member Test
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2
What if the OpenAI board was right?
Thoughts on corporate governance
Nov 21, 2023
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Raymond Luk
1
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What if the OpenAI board was right?
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October 2023
What Could Possibly Go Wrong?
Part 8 in a series on ownership
Oct 31, 2023
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Raymond Luk
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What Could Possibly Go Wrong?
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Cap Tables Explained
A tutorial video with no math and no spreadsheets
Oct 10, 2023
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Raymond Luk
3
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A Leap of Faith
Cap Tables Explained
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2
16:56
Is there a problem with options?
This is part six of a series on ownership for founders. This isn’t a series on how to raise, but how to understand different owner perspectives…
Oct 4, 2023
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Raymond Luk
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A Leap of Faith
Is there a problem with options?
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September 2023
What if Convertibles Do Not Convert?
Part 5 in a series on ownership
Sep 26, 2023
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Raymond Luk
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What if Convertibles Do Not Convert?
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Visualizing Cap Tables (Without Math)
This is part four of a series on ownership for founders. This isn’t a series on how to raise, but how to understand different owner perspectives…
Sep 19, 2023
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Raymond Luk
2
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Visualizing Cap Tables (Without Math)
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2
Safes and Convertible Notes
Part 3 of a series on ownership
Sep 12, 2023
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Raymond Luk
2
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Safes and Convertible Notes
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August 2023
Understanding Angel Investors
Part 2 of a series on ownership
Aug 22, 2023
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Raymond Luk
2
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A Leap of Faith
Understanding Angel Investors
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