I’m likely wrong, but….

Greetings everyone,

Welcome to "Likely Wrong"

As a VC, I make bold bets on "magic if true" companies, knowing that even our biggest wins rarely unfold as imagined. This substack embraces that spirit – sharing ambitious thoughts about software infrastructure, ai, tools, and tech's future, while acknowledging I'm probably wrong about how it'll all play out.

The posts will be irregular but hopefully thought-provoking. Consider them an invitation to imagine different futures, even if they turn out nothing like we expect.

Morris