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Investing

AI

+1

Price the Recursion

Jun 8, 2026

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3 min read

Price the Recursion

Same company, same week, opposite memo

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Venture Capital

+1

Three Companies in a Trench Coat

May 22, 2026

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4 min read

Three Companies in a Trench Coat

Starlink prints, launch reinvests, xAI bleeds $6.4B

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AI

+2

The Token Bill Caught Up With Us

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

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Venture Capital

+1

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

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

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AI

+2

Your AI Startup Is Already Obsolete

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.

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Venture Capital

+1

When There's Nothing to Diligence

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

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Venture Capital

+3

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

Jul 24, 2025

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8 min read

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

⚔️ How Startups Can Fight Back!

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Venture Capital

+2

11. Fundraising: Part II

Aug 26, 2024

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5 min read

11. Fundraising: Part II

Winning the in person VC meeting

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Venture Capital

+1

10. Fundraising: Part I

Aug 19, 2024

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5 min read

10. Fundraising: Part I

Get your foot in the door with VCs

Venture Capital

+2

9. Differentiating in VC: Part II

Jul 29, 2024

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5 min read

9. Differentiating in VC: Part II

Let the deals flow!

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Venture Capital

+2

8. Differentiating in VC: Part I

Jul 23, 2024

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6 min read

8. Differentiating in VC: Part I

Doubling down on Founder Support

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Venture Capital

+2

7. Competition

Jul 15, 2024

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5 min read

7. Competition

🥇 or ☠️

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Venture Capital

+2

4. Searching for Outliers: Evaluating VC firms

Jun 24, 2024

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7 min read

4. Searching for Outliers: Evaluating VC firms

Finding the 10x+ firm

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Venture Capital

+3

2. So you want to join a VC?

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

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Venture Capital

+2

1. Bumpy Beginnings

Jun 7, 2024

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3 min read

1. Bumpy Beginnings

The journey starts

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swe2vc

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