Archive

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

Venture Capital

Sep 2, 2026

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4 min read

$35B, Five Chairs, One Name

Anthropic's Lambda deal, with Nvidia in every seat

Aug 31, 2026

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4 min read

Quacks Like a Bond

Nvidia guarantees $105B it didn't invest

Venture Capital

Jul 28, 2026

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4 min read

A 4-Year Lease on a 24-Year Bond

$1.65T of AI debt, disclosed and unread

Jul 21, 2026

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4 min read

Your Red Flag Is My Term Sheet

Pitch passion pays +35%. Performance doesn't follow.

Venture Capital

Jul 13, 2026

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4 min read

A House of Cards Isn't Fake

Every card is real. That's the problem.

Venture Capital

Jul 9, 2026

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4 min read

The Government Wants 5%

OpenAI offered. Nobody made it.

Jun 29, 2026

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3 min read

Bought or Buried

The only two AI exits left

Jun 21, 2026

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3 min read

A Rocket Company Owns Your IDE

SpaceX paid $60B for a tool with no moat

SWEdonym -

Venture Capital

Jun 15, 2026

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4 min read

Fable & The Feds

A 5:21pm letter, a disputed jailbreak, no proof

SWEdonym -

Jun 8, 2026

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3 min read

Price the Recursion

Same company, same week, opposite memo

SWEdonym -

Archive

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

$35B, Five Chairs, One Name

Quacks Like a Bond

A 4-Year Lease on a 24-Year Bond

Your Red Flag Is My Term Sheet

A House of Cards Isn't Fake

The Government Wants 5%

Bought or Buried

A Rocket Company Owns Your IDE

Fable & The Feds

Price the Recursion

swe2vc