Where they publish
Day by Jay ↗
What they write about
Venture Capital & Startups · AI (Horizontal)
Recent posts
- Every cycle is unprecedented, this one’s no different↗ 23 Oct 2026
Venture capital cycles are cyclical by nature, but data suggests 2026 may mark a local funding maximum; the author models a 75% probability of downturn by end-2027 driven by macro shocks or AI lab failures, with distinct implications for mega-funds, micro-funds, and growth-stage companies.
- The Series A is dead, Long live the Series A ↗ 2 Sept 2026
Series A round sizes have quadrupled over a decade, concentrating lead investors among fewer mega-funds and creating a barbell market where mid-quality companies struggle to fundraise. Expect smaller, concentrated funds and geographic/sector specialization to exploit this gap.
- The Right Conditions 29 Jul 2026
- AI is coming for the work people like the most 7 Apr 2026
- SaaS Was Never About the Software 12 Feb 2026
- When Power Laws Collide, Incentives Do Too 24 Oct 2025
- AI Raises a Big Question, but Legacy Industries Have Already Answered It 18 Mar 2025
- Fixing Industrial Productivity: How AI Will Revitalize Our Workforce 11 Jun 2024
- Unlocking hidden value: How niche markets are bigger opportunities than VCs think 6 Mar 2024
- When MVPs aren't the most valuable: how to approach markets with few early adopters 8 Nov 2023
- The dry powder fallacy: why there is 50% less startup capital than we think 17 Apr 2023
- What proximity matters most for building vertical startups? 17 Dec 2022
- What happens when you over-index on momentum early 27 Aug 2022
- How to kick a$$ at your first job... and maybe your second 16 Apr 2022
- You never get a second chance at a first impression 9 Jan 2022
- Day by Jay #12: The hard stuff 10 Oct 2021
- Day by Jay #11: No more starving artists 27 May 2021
- Day by Jay #10: Seeding the exception 21 Mar 2021
- Day by Jay #9: We live on the slippery slope 16 Jan 2021
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