April 20, 2024
The Shifting Dynamics & Meta-Moats of AI
April 17, 2024
Expected Value In Crypto & Building Infinite Blockspace
February 29, 2024
February 14, 2024
Collective Intelligence, Multi-Agent Debate, & AGI
January 23, 2024
AI Agents, Product Velocity, & User Interfaces
January 08, 2024
Category Creation & Capital in Technology + Potential Market Tops
January 02, 2024
Lost Short Essays From Twitter - #1
December 24, 2023
Open Source AI Business Models & Brand Moats
October 03, 2023
September 27, 2023
The Importance of Founder Pedigree In Emerging Technologies
September 14, 2023
Full-Stack Deep Tech Startups & AI Value Capture
September 05, 2023
The Dark Forest of R&D and Capital Deployment in AI
July 18, 2023
Thin Layers of AI, Thick Layers of Personality
May 08, 2023
2022 Compound Annual Letter + TechBio Collective
April 15, 2023
Narrative Cycles & Conviction in Technology
March 06, 2023
U-Shaped Token Curves + Stablecoins & Dollar Dominance
January 19, 2023
The End of Narrative-Only Deep Tech Companies
November 29, 2022
The Most Dangerous Thing About The Moment
October 20, 2022
Company Building in the Curiosity Phase of AI
September 20, 2022
August 30, 2022
July 25, 2022
Talent Problems with The Metaverse & Inevitability
July 14, 2022
Apple, Autonomous Vehicles, & Final Mover Advantages
July 13, 2022
Venture Capital to Innovation Capital
June 28, 2022
June 22, 2022
Notes From a Bear Market (Crypto Edition)
June 14, 2022
Are crypto returns less power law driven moving forward?
April 20, 2022
Talent, Value Distribution, & Liquidity in Crypto Protocols
November 11, 2021
Speculative Bubbles in the 21st Century & Asymmetric Upside
September 20, 2021
Advancing Equity Compensation & The War For Talent
August 11, 2021
August 06, 2021
July 28, 2021
July 31, 2020
April 06, 2020
March 23, 2020
February 02, 2020
December 15, 2019
September 24, 2019
September 16, 2019
August 12, 2019
May 19, 2019
February 26, 2019
January 28, 2019
December 10, 2018
December 03, 2018