Sep 26, 2025
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10 min read
Layers of AI adoption, some fund data from Carta, the most valuable private companies, and some thoughts about rejecting compression
Sep 25, 2025
6 min read
Away with the traditional pyramid structure, the late innings of institutional compounding, VC fund performance cheat sheet, and some data on a16z returns
Sep 24, 2025
8 min read
Questioning the logic around negative margins for supernova AI companies, lessons from investing in challenger banks, and which types are agents are getting the most utility
Sep 23, 2025
12 min read
How we got here, some differences between selling AI and selling software, and five steps to winning in vertical AI
Sep 22, 2025
9 min read
The rise of the agent manager, some stats from the launch of Outlaw, why we're terrified of one-way doors, and is an MBA worth anything anymore?
