Where they publish
99% Derisible ↗
What they write about
Venture Capital & Startups · AI (Horizontal) · AI Infrastructure · Robotics
Recent posts
- Do you know a guy?↗ 2 Oct 2026
As AI agents proliferate and enable ruthless optimization at scale, the economy will shift from efficiency gains to zero-sum competition—deals vanish, subsidies disappear, and advantage consolidates around proprietary relationships ('knowing a guy') rather than exploitable hacks.
- Safetymogging and marginmaxxing the accelecels ↗ 18 Sept 2026
AI safety rhetoric from labs like Anthropic rings hollow when coupled with financial incentives to slow competitors rather than genuinely de-risk development; the field must build credibility through affirmative cases for physical AI deployment, not doom narratives, while creating markets around safety and compliance infrastructure.
- Be dumb. Waste Money. Win.↗ 11 Sept 2026
Early-stage founders should embrace high-risk experiments and
- Our 2Q letter to LPs↗ 21 Aug 2026
A venture fund's LP letter argues that AI's real value will accrue to users and builders of AI-enabled businesses, not infrastructure vendors—and that the best investments target newly possible outcome-based businesses rather than trades on AI hype.
- What capital wants↗ 14 Aug 2026
Fundraising success now hinges on a specific gate: demonstrating a path to a $20B+ market where you can win. Vertical expertise matters less than finding true believers or attaching to category-agnostic mega-trends; complex narratives are liabilities against clear metrics.
- No revenue is enough revenue↗ 7 Aug 2026
Series A funding thresholds have become undefined and dynamic. Instead of hitting a specific revenue number, founders need rapid growth, simplicity of narrative, and obvious category potential—and even that varies by investor and market cycle.
- Get rid of 90 day windows 31 Jul 2026
- Open models for open America 24 Jul 2026
- Back in the saddle 17 Jul 2026
- Make a bet 26 Jun 2026
- Eyes on the End Game 19 Jun 2026
- We had it coming 12 Jun 2026
- We're all short intelligence 5 Jun 2026
- Slow Takeoff: 2026 29 May 2026
- AI Accenture, Not Accenture for AI 22 May 2026
- Take the dive 15 May 2026
- Slop 'em up 8 May 2026
- I don't want UBI 1 May 2026
- Context is the fifth primitive 24 Apr 2026
- All you need is terminal value 17 Apr 2026
- Don't ask the group chat for permission 10 Apr 2026
- There will only be four jobs 3 Apr 2026
- Agency, not agents. 20 Mar 2026
- Don't call it a moat 13 Mar 2026
- OpenAI’s Endgame is Obvious 6 Mar 2026
- Don't bet against network effects 27 Feb 2026
- Size for Simplicity: The Income Statements After SaaS 20 Feb 2026
- Software after SaaS: sin eaters, hybrids, and NFX. 13 Feb 2026
- Legibility is a brand to capital and brand is promises kept 6 Feb 2026
- Phoebe: $9.5M for the self-driving network of agents to fix healthcare labor 23 Jan 2026
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