Where they publish
On My Mind ↗
What they write about
Venture Capital & Startups
Recent posts
- The Forest is Always Dark↗ 21 Aug 2026
Time horizons shape decision-making across technology, policy, and investing; recognizing which parts of the future must be clear before acting—and which can remain dark—is more important than the false precision of comprehensive knowledge.
- Dear VCs, Just Give Up↗ 18 Aug 2026
A caustic essay arguing that smaller VCs are structurally doomed by mega-fund consolidation, founder legibility, and the AI hype cycle—and should either exit or chase growth capital rather than fight an unwinnable game.
- Beyond Tech's Power 24 Jul 2026
- On Humanity & Human Beings 15 May 2026
- Psychedelics, Religion, and Bryan Johnson 24 Mar 2026
- AI Safety Has 12 Months Left 4 Mar 2026
- VC-Backed Startups are Low Status 2 Feb 2026
- A Thousand Ways 1 Jan 2026
- The Privilege of Belief 17 Dec 2025
- The Luxury of Knowing 12 Nov 2025
- Sequencing vs. Equal Odds 3 Oct 2025
- Narrative Cycle Entry 23 Sept 2025
- Bitter Lessons From HALO'd Companies 26 Aug 2025
- Timing IPO Windows 30 Jul 2025
- Risk Tokens: Economic Security in AI Safety 2 Jun 2025
- Narc Claude & The Mid-Stage of the AI Lab Cycle 23 May 2025
- The First 40 Months 19 May 2025
- February 2025 Crypto Notes 28 Feb 2025
- The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles 11 Feb 2025
- Boredom, Chaos, & the Experimental Curve 29 Jan 2025
- The Bitter Religion: AI’s Holy War Over Scaling Laws 15 Nov 2024
- Power & Technology 26 Oct 2024
- In-Distribution vs. Out-of-Distribution Ideas 8 Oct 2024
- Megalopolis & Self-Protectionism 30 Sept 2024
- Signal vs. Noise, Market Efficiency, & Evolving Alpha 27 Sept 2024
- AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board 7 Aug 2024
- The Venturification of Research & The Resulting Prisoner's Dilemma 17 Jul 2024
- Robotics FOMO, Scaling Laws, & Technology Forecasting 20 Jun 2024
- Compound 2023 Annual Letter 20 Apr 2024
- The Shifting Dynamics & Meta-Moats of AI 17 Apr 2024
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