Investing

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

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

Venture Capital

Jul 9, 2026

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4 min read

The Government Wants 5%

OpenAI offered. Nobody made it.

Jun 8, 2026

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3 min read

Price the Recursion

Same company, same week, opposite memo

SWEdonym -

Venture Capital

May 22, 2026

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4 min read

Three Companies in a Trench Coat

Starlink prints, launch reinvests, xAI bleeds $6.4B

SWEdonym -

May 18, 2026

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4 min read

The Token Bill Caught Up With Us

Uber burned its 2026 AI budget by April

SWEdonym -

Venture Capital

Apr 20, 2026

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5 min read

Your New Favorite VC Metric Is Two Guys and an FDA Letter

Output per human, meet liability

SWEdonym -

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.

SWEdonym -

Venture Capital

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

SWEdonym -

Venture Capital

Jul 24, 2025

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8 min read

⚡ Big Tech Goes Full‐Stack AI (Part II)

⚔️ How Startups Can Fight Back!

SWEdonym -

Venture Capital

Aug 26, 2024

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5 min read

11. Fundraising: Part II

Winning the in person VC meeting

SWEdonym -

Venture Capital

Aug 19, 2024

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5 min read

10. Fundraising: Part I

Get your foot in the door with VCs

Venture Capital

Jul 29, 2024

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5 min read

9. Differentiating in VC: Part II

Let the deals flow!

SWEdonym -

Venture Capital

Jul 23, 2024

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6 min read

8. Differentiating in VC: Part I

Doubling down on Founder Support

SWEdonym -

Venture Capital

Jul 15, 2024

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5 min read

7. Competition

🥇 or ☠️

SWEdonym -

Venture Capital

Jun 24, 2024

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7 min read

4. Searching for Outliers: Evaluating VC firms

Finding the 10x+ firm

SWEdonym -

Venture Capital

Jun 9, 2024

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5 min read

2. So you want to join a VC?

A comparison of Big Tech, Startup, and VC Interviews

SWEdonym -

Venture Capital

Jun 7, 2024

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3 min read

1. Bumpy Beginnings

The journey starts

SWEdonym -

Investing

Your Runway Math Is Two Years Stale

Slow Down, Says First Place

$35B, Five Chairs, One Name

A 4-Year Lease on a 24-Year Bond

The Government Wants 5%

Price the Recursion

Three Companies in a Trench Coat

The Token Bill Caught Up With Us

Your New Favorite VC Metric Is Two Guys and an FDA Letter

Your AI Startup Is Already Obsolete

When There's Nothing to Diligence

⚡ Big Tech Goes Full‐Stack AI (Part II)

11. Fundraising: Part II

10. Fundraising: Part I

9. Differentiating in VC: Part II

8. Differentiating in VC: Part I

7. Competition

4. Searching for Outliers: Evaluating VC firms

2. So you want to join a VC?

1. Bumpy Beginnings

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