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99% Derisible

Writing, shot calls, and thinking out loud from Yoni Rechtman (Slow VC). This page collects 162 posts published between January 2019 and October 2026. Recent coverage focuses on Venture Capital & Startups, AI (Horizontal) and Data & Analytics. 99% Derisible publishes roughly 4 posts a month; the best of them appear in the SandHill weekly digest.

162 posts indexed4 in the last 30 daysVenture Capital & Startups · AI (Horizontal) · Data & Analytics · AI InfrastructureVisit site ↗

Friday, 23 October 2026

1 piece
Data-native capital is coming↗
AI (Horizontal) · Data & Analytics · Venture Capital & Startups

Friday, 16 October 2026

1 piece
Venture’s chivalric myths↗
Venture Capital & Startups

Friday, 9 October 2026

1 piece
Data beyond brokerage↗
AI (Horizontal) · Data & Analytics · Venture Capital & Startups

Friday, 2 October 2026

1 piece
Do you know a guy?↗
AI (Horizontal) · Venture Capital & Startups

Friday, 18 September 2026

1 piece
Safetymogging and marginmaxxing the accelecels ↗
AI (Horizontal) · AI Infrastructure · Robotics

Friday, 11 September 2026

1 piece
Be dumb. Waste Money. Win.↗
Venture Capital & Startups

Friday, 21 August 2026

1 piece
Our 2Q letter to LPs↗
AI (Horizontal) · Venture Capital & Startups

Friday, 14 August 2026

1 piece
What capital wants↗
Venture Capital & Startups

Friday, 7 August 2026

1 piece
No revenue is enough revenue↗
Venture Capital & Startups

Friday, 31 July 2026

1 piece
Get rid of 90 day windows

Friday, 24 July 2026

1 piece
Open models for open America

Friday, 17 July 2026

1 piece
Back in the saddle

Friday, 26 June 2026

1 piece
Make a bet

Friday, 19 June 2026

1 piece
Eyes on the End Game

Friday, 12 June 2026

1 piece
We had it coming

Friday, 5 June 2026

1 piece
We're all short intelligence

Friday, 29 May 2026

1 piece
Slow Takeoff: 2026

Friday, 22 May 2026

1 piece
AI Accenture, Not Accenture for AI

Friday, 15 May 2026

1 piece
Take the dive

Friday, 8 May 2026

1 piece
Slop 'em up

Friday, 1 May 2026

1 piece
I don't want UBI

Friday, 24 April 2026

1 piece
Context is the fifth primitive

Friday, 17 April 2026

1 piece
All you need is terminal value

Friday, 10 April 2026

1 piece
Don't ask the group chat for permission

Friday, 3 April 2026

1 piece
There will only be four jobs

Friday, 20 March 2026

1 piece
Agency, not agents.

Friday, 13 March 2026

1 piece
Don't call it a moat

Friday, 6 March 2026

1 piece
OpenAI’s Endgame is Obvious

Friday, 27 February 2026

1 piece
Don't bet against network effects

Friday, 20 February 2026

1 piece
Size for Simplicity: The Income Statements After SaaS

Friday, 13 February 2026

1 piece
Software after SaaS: sin eaters, hybrids, and NFX.

Friday, 6 February 2026

1 piece
Legibility is a brand to capital and brand is promises kept

Friday, 23 January 2026

1 piece
Phoebe: $9.5M for the self-driving network of agents to fix healthcare labor

Friday, 16 January 2026

1 piece
Call your customer, call your shot, or call capital

Friday, 9 January 2026

1 piece
The second-order effects of AI

Friday, 19 December 2025

1 piece
Hiring: Three Great Roles

Friday, 12 December 2025

1 piece
Implementation Is the Task of Our Time (it's the deployment, dummies)

Friday, 5 December 2025

1 piece
The two kinds of pivots

Friday, 21 November 2025

1 piece
Stories about the future

Friday, 14 November 2025

1 piece
Important Narratives, Important Companies
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