Deployment Gap

Atoms just work slower than bits

Sep 28

12

2

The Amplification Gap

Founders are hiring for the barbell, and the middle is hollowing out

Sep 23

11

2

Divorced from reality

Fundamentals will matter

Sep 10

20

3

5

August 2026

The New Valley

Is this venture backable?

Aug 31

20

2

1

Being legible to capital

Fundraising tips in this 'consensus' market

Aug 26

21

1

2

Everything is downstream of ambition

and why I don't buy the one person billion dollar company

Aug 10

54

1

7

July 2026

Mode Push

Drive doesn't need a troubled childhood

Jul 31

24

3

Sanitized Slop

Polish used to signal taste. Now it signals someone's buying something.

Jul 8

13

1

2

June 2026

the Series A squeeze

Valuation is a marker in time

Jun 25

20

2

2

Decisions and Dollars

How application companies survive the "what if Anthropic builds this" question

Jun 12

26

2

5

May 2026

Share your obsession

What actually breaks through when every AI pitch sounds the sam

May 27

31

3

4

The Coddling of the Tech Mind

We built daycares for adults

May 22

37

3

4