Where they publish
99% Derisible ↗
What they write about
Venture Capital & Startups · AI (Horizontal) · Data & Analytics · AI Infrastructure · Robotics
Recent posts
- Data-native capital is coming↗ 23 Oct 2026
Data locked in corporate balance sheets is newly monetizable for AI training, creating a trillion-dollar arbitrage opportunity. Capital markets will financialize this hidden asset through new structures—from data-backed credit to PE strategies—reshaping both business models and financial engineering.
- Venture’s chivalric myths↗ 16 Oct 2026
Venture capital's informal "chivalric" norms that govern deal-making are breaking down as markets globalize, rounds financialize, and pro rata rights become legally enforced rather than socially enforced—a clash between Silicon Valley's relationship-based culture and global capitalism's rules-based system.
- Data beyond brokerage↗ 9 Oct 2026
Data sales to AI labs are a lucrative but temporary funding opportunity; founders should treat data revenue as capital to fund durable businesses rather than as an end goal, with the rare exception of companies positioned to generate proprietary data as operational exhaust.
- Do you know a guy?↗ 2 Oct 2026
As AI agents proliferate and enable ruthless optimization at scale, the economy will shift from efficiency gains to zero-sum competition—deals vanish, subsidies disappear, and advantage consolidates around proprietary relationships ('knowing a guy') rather than exploitable hacks.
- Safetymogging and marginmaxxing the accelecels ↗ 18 Sept 2026
AI safety rhetoric from labs like Anthropic rings hollow when coupled with financial incentives to slow competitors rather than genuinely de-risk development; the field must build credibility through affirmative cases for physical AI deployment, not doom narratives, while creating markets around safety and compliance infrastructure.
- Be dumb. Waste Money. Win.↗ 11 Sept 2026
Early-stage founders should embrace high-risk experiments and
- Our 2Q letter to LPs↗ 21 Aug 2026
A venture fund's LP letter argues that AI's real value will accrue to users and builders of AI-enabled businesses, not infrastructure vendors—and that the best investments target newly possible outcome-based businesses rather than trades on AI hype.
- What capital wants↗ 14 Aug 2026
Fundraising success now hinges on a specific gate: demonstrating a path to a $20B+ market where you can win. Vertical expertise matters less than finding true believers or attaching to category-agnostic mega-trends; complex narratives are liabilities against clear metrics.
- No revenue is enough revenue↗ 7 Aug 2026
Series A funding thresholds have become undefined and dynamic. Instead of hitting a specific revenue number, founders need rapid growth, simplicity of narrative, and obvious category potential—and even that varies by investor and market cycle.
- Get rid of 90 day windows 31 Jul 2026
- Open models for open America 24 Jul 2026
- Back in the saddle 17 Jul 2026
- Make a bet 26 Jun 2026
- Eyes on the End Game 19 Jun 2026
- We had it coming 12 Jun 2026
- We're all short intelligence 5 Jun 2026
- Slow Takeoff: 2026 29 May 2026
- AI Accenture, Not Accenture for AI 22 May 2026
- Take the dive 15 May 2026
- Slop 'em up 8 May 2026
- I don't want UBI 1 May 2026
- Context is the fifth primitive 24 Apr 2026
- All you need is terminal value 17 Apr 2026
- Don't ask the group chat for permission 10 Apr 2026
- There will only be four jobs 3 Apr 2026
- Agency, not agents. 20 Mar 2026
- Don't call it a moat 13 Mar 2026
- OpenAI’s Endgame is Obvious 6 Mar 2026
- Don't bet against network effects 27 Feb 2026
- Size for Simplicity: The Income Statements After SaaS 20 Feb 2026
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