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Dive into a collection of past posts and rediscover timeless content.
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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The Bug I Didn't Know I Left Behind

Apr 7, 2026

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8 min read

The Bug I Didn't Know I Left Behind

What Mythos and a $3 model mean for everything ever shipped.

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Anthropic Claws Back

Apr 6, 2026

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9 min read

Anthropic Claws Back

Saw It Coming?

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Your AI Startup Is Already Obsolete

Mar 30, 2026

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9 min read

Your AI Startup Is Already Obsolete

14,000 startups launched. 5,600 are already gone.

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Replit Triples to $9B

Mar 23, 2026

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9 min read

Replit Triples to $9B

Vibe Coding Is a VC Thesis Now

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When There's Nothing to Diligence

Mar 17, 2026

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8 min read

When There's Nothing to Diligence

The $1B Code Review Where There's No Code

The Plumber Scores a 2. The Developer Scores a 9.

Mar 16, 2026

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7 min read

The Plumber Scores a 2. The Developer Scores a 9.

Karpathy mapped 143 million jobs against AI exposure, and the laptop class should be nervous.

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AI Supervising AI

Oct 24, 2025

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7 min read

AI Supervising AI

The Paradox That Actually Works?

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The hidden infrastructure crisis behind every ChatGPT requests

Oct 20, 2025

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6 min read

The hidden infrastructure crisis behind every ChatGPT requests

Why Data Center Alley almost went dark

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Due Diligence at Pre‐Seed/Seed

Aug 22, 2025

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5 min read

Due Diligence at Pre‐Seed/Seed

What do investors actually make decisions on?

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