WELCOME TO THE PATTERN REPORT: REPORT #1
After months of you asking “What are you seeing in the market?”, I’m finally making this official.
Every month I’m going to share the patterns I’m spotting across pitch decks, portfolio companies, retail shelves, and founder conversations. Not surface-level trends you can read in TechCrunch. The real, actionable patterns that separate the founders who win from those who wonder why they’re struggling.
This is exclusively for paid subscribers because frankly, this is the intelligence I usually only share with founders I’m investing in or advising. The kind of insights that change how you think about your strategy, not just what you post on Instagram this week.
I see 30-50 decks a month. I’m in board meetings with portfolio companies. I’m texting founders at midnight about retail negotiations. I’m watching category creation happen in real-time. And I’m connecting dots that most people miss because they’re stuck inside their own business.
This is pattern recognition as competitive advantage.
If you’re reading this, you’ve invested in your own founder education. Let’s make sure you’re ahead of the curve, not chasing it.
Let’s dive in.