Caymont Venture Writing / Published on Substack

Ideas at the point of inflection.

A biweekly publication on venture capital, company building, and the forces reshaping complex industries.

Subscribe to Caymont Browse the full archive

CadenceBiweekly essays

Archive130+ published pieces

FormatsEssays + Margin Notes

DistributionPublished through Substack

Latest essay

Founder Independence

Building on 250 years of independence.

Selected from the archive

A curated starting point for Caymont's thinking.

Browse selected essays by topic, then continue into the complete Venture Writing archive on Substack.

View all 130+ essays ↗

8 selected essays

Company Building

Founder Independence

Building on 250 years of independence.6 min read

Company Building

Culture Begins With Hiring

Early hiring is a culture, capital, and strategic decision.9 min read

Industry Transformation

Beyond Launch

Building the next space economy.4 min read

Company Building

Path to the Customer

Why marketing is more than just advertising.8 min read

Company Building

Startup Governance

The operating clarity startups need to scale.8 min read

Venture Markets

Approval-Market Fit

Large companies buy what they can approve.6 min read

Industry Transformation

Autonomous Vehicles

Trust becomes a product requirement in the physical world.4 min read

Venture Markets

Commoditization

The paradox at the heart of technological progress.7 min read

Follow the signal

Caymont thinking, delivered directly.

Substack continues to handle email delivery and the complete archive while Caymont.com becomes the branded place to discover how the ideas connect to our investment strategy.

Subscribe on Substack