The weekly newsletter to help aspiring founders and engineers understand the world of VC.
Jun 21, 2026
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3 min read
SpaceX paid $60B for a tool with no moat
Jun 15, 2026
4 min read
A 5:21pm letter, a disputed jailbreak, no proof
Jun 8, 2026
Same company, same week, opposite memo
Jun 1, 2026
Advice for those competing with AI
May 27, 2026
$5.5B in two weeks says I was wrong
