swe2vc

The weekly newsletter to help aspiring founders and engineers understand the world of VC.

Latest Posts

Venture Capital

+2

Sep 23, 2026

•

3 min read

Your Runway Math Is Two Years Stale

You budgeted 12 months for a 25-month wait

Venture Capital

+2

Sep 13, 2026

•

4 min read

Slow Down, Says First Place

Dario asked for a slowdown 11 days after shipping Fable 5.1

Venture Capital

+3

Sep 2, 2026

•

4 min read

$35B, Five Chairs, One Name

Anthropic's Lambda deal, with Nvidia in every seat

Aug 31, 2026

•

4 min read

Quacks Like a Bond

Nvidia guarantees $105B it didn't invest

Venture Capital

+3

Jul 28, 2026

•

4 min read

A 4-Year Lease on a 24-Year Bond

$1.65T of AI debt, disclosed and unread