Category Archives: Friends

Cancer Founder Mode

Friends

Sid Sijbrandi, a friend and a former CEO of Gitlab, has started to share some of the story of his journey with cancer.

Manager mode assumes that existing systems will surface the best options. When I was first diagnosed with cancer in 2022, I delegated the crucial analyses and decisions about my care to others. In late 2024, when my cancer reappeared and my doctors told me I had exhausted the standard of care and there were no trials for my situation, I realized that assumption might, quite literally, kill me. Founder Mode was my only option.

Founder Mode meant going deep on every diagnostic and treatment option. It meant assembling a team of physicians and scientists to work from first principles to understand what was possible beyond standard protocols. Together, we paved new roads to access the very cutting edge of science and technology. Today, thanks to the efforts of many people around the world and the support of my wife Karen, I currently have no evidence of disease.

Sid was already very inspiring before this journey, and this is especially impressive. Elliot Hershberg has the full story and analysis, including some predictions for the future of cancer treatment.

Jeremy Kranz and Sentinel

Automattic, Friends, Technology

I’d like to introduce you to Jeremy Kranz. With his career as an investor at Intel Capital, then GIC, which is the sovereign wealth fund of Singapore rumored to manage over $700B, to now running his own fund Sentinel Global, he has had a front-row seat to investments in industry changing companies such as ByteDance (which became TikTok), Alibaba, Uber, DoorDash, Zoom, DJI (which changed the drone industry and argubly modern warfare), and many more I’m probably not even aware of.

When I first met Jeremy in 2014, I was amazed that a late-stage financial investor could understand Open Source so well, and he immediately grokked what Automattic was doing in a way that I think has little parallel in the world. (Today, it reminds me of Joseph Jacks at OSS Capital.) Deven Perekh of Insight Partners led Automattic’s 1.16B valuation Series C round, making us one of only forty “unicorns” (private companies valued over a billion dollars) at the time, and one of the reasons they beat out others as the lead of the round was that GIC/Jeremy was a LP of Insight so they could directly co-invest. GIC is so intensely private I couldn’t even mention them in the announcement at the time even though they were the catalyst for the round. Since then, Jeremy has become a close friend and advisor, and he even took me to my first Grateful Dead concert.

Eleven years later, this is his first podcast! Jeremy shares incredible alpha around China, AI and its adoption in the enterprise, how asset allocation is evolving, and at the end, a beautiful tie together of the Grateful Dead and Open Source.