October 03, 2025
September 23, 2025
Risk Tokens: Economic Security in AI Safety
June 02, 2025
Robotics FOMO, Scaling Laws, & Technology Forecasting
June 20, 2024
The Meta-Moats Of AI & Understanding THe Machine
April 17, 2024
Expected Value In Crypto & Building Infinite Blockspace
February 29, 2024
Collective Intelligence, Multi-Agent Debate, & AGI
January 23, 2024
AI Agents, Product Velocity, & User Interfaces
January 08, 2024
Category Creation & Capital in technology
January 02, 2024
Open Source AI Business Models & Brand Moats
October 03, 2023
The Importance of Founder Pedigree In Emerging Technologies
September 14, 2023
The Dark Forest of R&D and Capital Deployment in AI
July 18, 2023
Narrative Cycles & Conviction in Technology
March 06, 2023
Company Building in the Curiosity Phase of AI
September 20, 2022
Is The Future of Crypto Power Law Driven?
April 15, 2022
Talent, Value Distribution, & Liquidity in Crypto Protocols
November 07, 2021
Protected: Adjacent Protocol Governance & Strategy
June 15, 2021
Protected: Acceleration, Suspension, & Our Full Selves
March 22, 2021
Where Technology Markets & Venture Capital Go From Here
December 10, 2020
July 29, 2020
VC Markets Aren’t Clearing Due To COVID-19
April 01, 2020
Inertia, mortality, & Friendship
January 31, 2020
November 19, 2019
Technology is making us crave the similar, and the unique
February 26, 2019
Moving from a default trust to default skeptic society
March 06, 2018
Why your startup idea isn’t big enough for some VCs
March 28, 2017