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Dive into a collection of past posts and rediscover timeless content.
Price the Recursion

Jun 8, 2026

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3 min read

Price the Recursion

Same company, same week, opposite memo

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The Bottom Rung Is Gone

Jun 1, 2026

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3 min read

The Bottom Rung Is Gone

Advice for those competing with AI

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I Used to Make Fun of FDEs

May 27, 2026

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3 min read

I Used to Make Fun of FDEs

$5.5B in two weeks says I was wrong

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Three Companies in a Trench Coat

May 22, 2026

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4 min read

Three Companies in a Trench Coat

Starlink prints, launch reinvests, xAI bleeds $6.4B

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The Token Bill Caught Up With Us

May 18, 2026

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4 min read

The Token Bill Caught Up With Us

Uber burned its 2026 AI budget by April

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What China Catches Up On First

May 11, 2026

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4 min read

What China Catches Up On First

Two layers won, two in play, one walled off

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"You Can't Just Steal a Charity"

May 4, 2026

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4 min read

"You Can't Just Steal a Charity"

Distillation enters the federal court record

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I Clicked Allow All Again This Week

Apr 27, 2026

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4 min read

I Clicked Allow All Again This Week

A consent screen, an infostealer, and a $2M listing

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Your New Favorite VC Metric Is Two Guys and an FDA Letter

Apr 20, 2026

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5 min read

Your New Favorite VC Metric Is Two Guys and an FDA Letter

Output per human, meet liability

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Your VC Firm Is Now a Codebase

Apr 13, 2026

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6 min read

Your VC Firm Is Now a Codebase

85% of dealmakers use AI daily

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