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📶 momentum is not a moat
LockSimple

Oct 22, 2025

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10 min read

📶 momentum is not a moat

Some thoughts on the AI bubble, you can now raise SAFEs through Stripe Atlas, NFX raises a new fund, and a visual on the token revolution

📶 the DNA of Thrive

Oct 20, 2025

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14 min read

📶 the DNA of Thrive

What makes Thrive great, fund updates, how to create urgency, and a new look and feel from us

📶 condensing stories into packages with Danny Chu (CEO @ Journey)

Oct 16, 2025

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14 min read

📶 condensing stories into packages with Danny Chu (CEO @ Journey)

The importance of story packaging, lessons from a PLG funnel, and why you should build for a smaller audience at first

📶 systems of records ➡️ systems of action
LockSimple

Oct 15, 2025

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7 min read

📶 systems of records ➡️ systems of action

Autonomous systems, the death of social contracts, and some data on how frothy the market really is

📶 courage is the moat
LockSimple

Oct 14, 2025

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8 min read

📶 courage is the moat

The last moat in venture, access vs. outliers, and a deep dive on the solo GP model at scale

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