It's been a week of nonstop texts between groups of investor friends, and founder-VC calls to discuss the macro. Is winter coming? If so, what do we do? Let's break it down in the open.

what is happening?
Year to date, the NASDAQ is down 15% (and down more from November all-time highs). My personal portfolio, heavily skewed toward high-growth tech, is down quite a bit more than that. Fear is in the air.