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The Operator by Tyler Okland

Disruptive technology, investment philosophy and entrepreneurial storytelling.

theoperator.substack.comSource feed ↗9 posts

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Latest posts

Rent, Own, Or Divvy?

Inside One of PropTech's Most Valuable Unicorns

Opendoor: The Art of Winning an Unfair Game

Thinking Like Amazon, Path to Profitability, and the Power of Spectacular Product

SoFi: Bank To The Future

Super-App Superpowers, Becoming A Bank, and Galileo the Alchemist

Crypto Dividends

Could This Be The Best Of Both Worlds?

Unity Software: The World Engine

Owning the Middle, the Metaverse, and Epic Competition

Opendoor, The Mythology Of Disruption

Finding Product Market Fit, Competition, and the Importance of Being Misunderstood

Palantir: The Lord Of The Builders

Foundry For All

Robinhood: The Tension Between Good And Evil

Addiction, Betrayal, and the Rise of the Retail Investor

Disruptive technology, investment philosophy and entrepreneurial storytelling.

Welcome to ‘The Operator.’ I am a Stanford-trained physician and surgeon passionate about understanding innovative companies and building enduring investment theses.