Divorced from reality

Fundamentals will matter

Sep 10

17

3

4

August 2026

The New Valley

Is this venture backable?

Aug 31

17

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

53

1

6

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

April 2026

The Mess Is the Work

The 99.9% just became the whole job

Apr 26

31

3

5

Fear

San Francisco, April 2026

Apr 13

30

3

1