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📶 breaking down the a16z flywheel
LockSimple

Oct 27, 2025

•

11 min read

📶 breaking down the a16z flywheel

Some thoughts on how a16z is playing different games

📶 some thoughts on engineering luck
LockSimple

Oct 24, 2025

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7 min read

📶 some thoughts on engineering luck

Ways to get luckier, data on deal counts and dollars, a16z is raising another massive fund, and some more signs of hope for emerging managers

📶 some unfiltered thoughts for somebody thinking about starting their own investment firm
LockSimple

Oct 23, 2025

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9 min read

📶 some unfiltered thoughts for somebody thinking about starting their own investment firm

Playing devil's advocate against the advice that everybody should start their own firm

📶 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

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