I write a weekly newsletter to help VCs, founders, and engineers get an inside look into VC.
Jun 15, 2026
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4 min read
A 5:21pm letter, a disputed jailbreak, no proof
Jun 8, 2026
3 min read
Same company, same week, opposite memo
Jun 1, 2026
Advice for those competing with AI
May 27, 2026
$5.5B in two weeks says I was wrong
May 22, 2026
Starlink prints, launch reinvests, xAI bleeds $6.4B
May 18, 2026
Uber burned its 2026 AI budget by April
May 11, 2026
Two layers won, two in play, one walled off
May 4, 2026
Distillation enters the federal court record
Apr 27, 2026
A consent screen, an infostealer, and a $2M listing
Apr 20, 2026
5 min read
Output per human, meet liability
Apr 13, 2026
6 min read
85% of dealmakers use AI daily
Apr 7, 2026
8 min read
What Mythos and a $3 model mean for everything ever shipped.
Apr 6, 2026
9 min read
Saw It Coming?
Mar 30, 2026
14,000 startups launched. 5,600 are already gone.
Mar 23, 2026
Vibe Coding Is a VC Thesis Now
Mar 16, 2026
7 min read
Karpathy mapped 143 million jobs against AI exposure, and the laptop class should be nervous.
Oct 24, 2025
The Paradox That Actually Works?
Oct 20, 2025
Why Data Center Alley almost went dark
Aug 22, 2025
What do investors actually make decisions on?
Aug 15, 2025
12 min read
The economics of seed stage VC 🌱
Aug 8, 2025
10 min read
Investing in seed startups with minimal data
Venture Capital
+2
Jul 31, 2025
... and I'm Not Sure We're Winning 😱
+3
Jul 24, 2025
⚔️ How Startups Can Fight Back!
Jul 18, 2025
11 min read
☣️ The Vertical Integration Threat to Startups (Part I)
Jul 11, 2025
Bye bye SWEdonym?
