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Rougher Thoughts

Rougher Thoughts is the blog and newsletter of Sarah Tavel, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 36 posts published between July 2019 and September 2025.

36 posts indexed0 in the last 30 daysVisit site ↗

Wednesday, 3 September 2025

1 piece
"Will AI be as big of a catalyst for a consumer AI wave as mobile?"

Wednesday, 20 August 2025

1 piece
The benefits of writing code two days every week without AI, and why the percentage of code written by AI is a vanity metric.

Monday, 19 May 2025

1 piece
An AI "Metamorphosis": Transforming into an AI-native company.

Tuesday, 29 April 2025

1 piece
My New Role at Benchmark

Monday, 3 February 2025

1 piece
James Raybould on Being AI-Forward

Thursday, 23 January 2025

1 piece
Pushing Yourself Beyond the Google Mindset of Self-Reliance (and Embracing Personalization)

Friday, 17 January 2025

1 piece
Getting started with Claude Projects: Starting the day off right

Tuesday, 14 January 2025

1 piece
Leveraging AI

Thursday, 26 September 2024

1 piece
Thinking through the future for LLM companies... and what this means for B2B AI startups

Tuesday, 20 August 2024

1 piece
The big stack game of LLM poker

Friday, 19 April 2024

1 piece
Rolling Thunder of AI Opportunities

Monday, 1 April 2024

1 piece
What MidJourney, DeepL, ElevenLabs, and HeyGen have in common (besides special teams and explosive growth!)

Friday, 19 January 2024

1 piece
A few "Sell Work, Not Software" updated thoughts

Monday, 21 August 2023

1 piece
AI startups: Sell work, not software

Tuesday, 25 July 2023

1 piece
The Mitochondria in Startups

Monday, 24 July 2023

1 piece
Benchmark's New General Partner, Victor Lazarte

Friday, 14 July 2023

1 piece
Don't Fall Into the Trap of Taking the Wrong Lessons from Others' Success

Thursday, 6 July 2023

1 piece
Time to start cross posting on Threads :)

Thursday, 4 May 2023

1 piece
"They're the ones who reached out to me"

Monday, 24 April 2023

1 piece
How to escape competition -- Building enduring application-level value with LLMs

Thursday, 9 March 2023

1 piece
Founding a company? My nudge to choose to be co-located (vs distributed).

Friday, 3 March 2023

1 piece
My "Two min workout"-equivalent post

Wednesday, 22 February 2023

1 piece
10x and cheaper in an AI world

Saturday, 18 February 2023

1 piece
Taking advantage when a window opens for you

Saturday, 11 February 2023

1 piece
Feedback loops, and Google’s home-field advantage with LLMs

Thursday, 2 February 2023

1 piece
Startup weapons against ChatGPT: focus and a tight feedback loop

Tuesday, 24 January 2023

1 piece
Thinking through the Bull Case for OpenAI’s threat to Google’s dominance

Wednesday, 18 January 2023

1 piece
How to compete against an incumbent: change the atomic unit (even in social)

Wednesday, 11 January 2023

1 piece
Find a fast current, not a large body of water

Wednesday, 4 January 2023

1 piece
Trying something new — Weekly Thoughts

Thursday, 28 July 2022

1 piece
Long Live Web3!

Thursday, 30 September 2021

1 piece
Benchmark’s newest Venture Partner, Jason Droege

Tuesday, 27 July 2021

1 piece
The Danger of Early Hype in Consumer Social

Friday, 11 December 2020

1 piece
Benchmark’s Newest General Partner, Miles Grimshaw

Wednesday, 2 September 2020

1 piece
Measuring Happy GMV, and why I'm over Net Promoter Score

Monday, 29 July 2019

1 piece
rougher drafts
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Sarah Tavel
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