December 09, 2025
October 16, 2025
September 30, 2025
What are non-consensus bets in the AI era?
August 13, 2025
How to think better (and faster) with AI
July 28, 2025
July 17, 2025
Falling in love with the problem
July 08, 2025
June 23, 2025
What the top AI startups are doing differently
June 16, 2025
The AI companies that will survive the burn
June 09, 2025
June 03, 2025
May 26, 2025
May 19, 2025
May 12, 2025
Compounding in the Age of Generative Software
May 05, 2025
Models move fast. Moats compound.
April 28, 2025
The next $10B AI company will own the weirdest data
April 22, 2025
The venture model is changing. Slowly—and then all at once.
April 14, 2025
Cursor vs. Copilot: a masterclass in embedded AI strategy
April 08, 2025
Embedded vs. standalone AI: which one wins?
April 01, 2025
The AI Arms Race Isn’t About Models—It’s About Data Moats
March 25, 2025
March 11, 2025
Chatbots Aren’t Enough: Why AI Agents Need a Whole New UI
March 11, 2025
January 26, 2021
unwritten rules for venture savvy founders
September 11, 2020
on building slow burn companies 🔥
May 01, 2020
use cases, brain candy, blockchain
December 03, 2019
founders, startups & geeky tech 🤓
September 12, 2019