Oct 2, 2025
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12 min read
New rules for developer tool companies, a new era for consumer software, and the post-AI org chart
Oct 1, 2025
6 min read
FDEs and the future of work, the greatest trick the devil plays on people, and we're (definitely) in an AI bubble
Sep 30, 2025
9 min read
How companies should think about narratives, hype cycles, and where to build
Sep 29, 2025
10 min read
Exiting the echo chamber, some fund updates, and the best of the best from last week
Sep 26, 2025
Layers of AI adoption, some fund data from Carta, the most valuable private companies, and some thoughts about rejecting compression
