I write a weekly newsletter to help VCs, founders, and engineers get an inside look into VC.
Apr 13, 2026
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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
5 min read
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?
Jul 4, 2025
21 min read
Numbers that Matter More Than Code
Jun 27, 2025
...And Why I Decided to Stay Put
Jun 23, 2025
Defensibility in the Copycat Era 🐈⬛
Jun 20, 2025
2025 & Software 3.0
Jun 19, 2025
Fortune Telling for Future Unicorns
Jun 13, 2025
A practical guide
Jun 6, 2025
What Data Tells Us
May 30, 2025
13 min read
How AI helps me juggle code and term sheets in VC
May 25, 2025
A startup Swiss Army Knife
May 18, 2025
Page-Turners That Teach You Venture Capital
