FY25 Q1 Investor Letter - by marcus - day 76

I’ve noticed a direct correlation between my willingness to write introspectively and my physical distance from the ground. Part of me figures it’s because for these few hours I spend in the air, I have the liberty of being truly distraction-free. The irony isn’t lost on me — only when my physical and digital agency are constrained do I experience the freedom to think clearest. In a similar vein, being amongst the clouds affords a new perspective. Seeing my point of origin – including the relationships I’ve built in it, the memories I’ve made in it, the fires I’ve fought in it – reduced to a tiny speck on the horizon is a stark reminder that there is indeed more to life than the little bubble I’d called home, even when the little bubble in question is New York City. When I can barely make out the trees, all there’s left to see is the forest. Another part of me, the part that inspired this piece, knows that every expedition calls into question the concept of home. Who/what I’m leaving b

I’ve noticed a direct correlation between my willingness to write introspectively and my physical distance from the ground. Part of me figures it’s because for these few hours I spend in the air, I have the liberty of being truly distraction-free. The irony isn’t lost on me — only when my physical and digital agency are constrained do I experience the freedom to think clearest. In a similar vein, being amongst the clouds affords a new perspective. Seeing my point of origin – including the relationships I’ve built in it, the memories I’ve made in it, the fires I’ve fought in it – reduced to a t