HeyJaredThe Narrative
Language is the new code. Words create worlds. Get your ideas funded, bought and believed in.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Jul 13, 2026
Latest issues
Hidden Power Leaks (opens the original)
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It’s been almost a year since I became a VC operating partner.Since then I’ve done a lot of work with capital allocators across asset classes, from venture to private equity, and I’ve learned from some of the best in the game.The most principled and disciplined of them have a way of talking and writing that signals they have nothing to prove. Concise, clean, confident. Without ego posture..I realized I needed to level up how I communicate.So I built an AI framework for it - which you can now dow
underwrite the downside (opens the original)
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Between now and the Christmas break, FY2027 gets decided.Every company has a name for their annual planning cycle.Meta: the H1/H2 review.Amazon: runs it as OP1.Salesforce: it’s V2MOM.I’ve worked on these for executive clients inside all three companies. Different framework, same process. The template shows up now. You write the case for the thing you want. Then it moves up a chain of people who each have their own agendas to protect. Then it gets read.Your skip level has four of these strategy d
raise the ceiling (opens the original)
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Back in May I asked you to write the largest truthful version of your company.I left out the part that decides whether it works. Who it’s for.Raise the Ceiling: the largest truthful version of your company is somebody else’s thesis. Nobody can build one out of a functional description, because there’s nothing in it to bet on.Take the paragraph you had used to describe what you’re building. Could somebody write an investment case out of it?How the Person Deciding WorksA capital allocator starts b
disciplined speculation (opens the original)
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I’m in Australia for the next 10 days.It’s my wife’s birthday. We’re seeing old friends, going whale watching, and catching the first NFL game ever played here.And one big stage on Wednesday.It’s a partner meeting at a firm whose entire craft is verifying things that already happened.I’m there to talk about engaging people in the age of AI. How you manage and develop talent while the work gets rebuilt underneath everyone.None of it can be verified as the workforce I’m describing doesn’t exist ye
conviction asymmetry (opens the original)
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There’s a difference between being right and being believed.Most of us try to close that gap by making the case better. More evidence, a tighter deck, extra rounds of revisions. It often never works, because the gap was never in the argument. In reality, there’s often something else going on.Conviction Asymmetry: The side with the clearest language wins. A small team with clear language beats a large team with unclear language, and it isn’t close.On a scale of 1-10, how clear is your strategy /
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