Archive

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

Venture Capital

Oct 5, 2026

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3 min read

$10B for an Agent That Doesn't Ask

The same week, OpenAI pulled a model for it

Venture Capital

Sep 23, 2026

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3 min read

Your Runway Math Is Two Years Stale

You budgeted 12 months for a 25-month wait

Venture Capital

Sep 13, 2026

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4 min read

Slow Down, Says First Place

Dario asked for a slowdown 11 days after shipping Fable 5.1

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

Archive

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

$10B for an Agent That Doesn't Ask

Your Runway Math Is Two Years Stale

Slow Down, Says First Place

$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

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