404

The page you requested doesn't exist

We could not locate the page: /assets/manifest-27b9dbf4.js

Try one of the featured posts or search the archive below.

Archive

Deep ThoughtsDeep Thoughts

Deep Thoughts #5: Once High Flying Unicorn Pacaso is Running on Fumes

and is looking for retail Investor to bail it out.

NewsletterNewsletter

Newsletter #18 Week of October 21, 2024

We are three weeks away from the election. Halloween is around the corner. But two portfolio companies successfully announced their raises!

Thesis NotesThesis Notes

+1+1

Deep Thoughts #3: Service-as-a-Software and the new AI Paradigm

AI is shifting venture-backed companies from delivering traditional SaaS products to software-enabled AI-powered services. These companies will define the next generation of unicorns and alter the knowledge economy.

NewsletterNewsletter

Newsletter #17 Week of October 7th, 2024

Four weeks till election night and Open AI raises over $6 billion. Finally SF tech week is upon us!

NewsletterNewsletter

Newsletter #16: Week of September 23rd, 2024: WorkAI is now Founders and Futurists

We rebranded from WorkAI to Founders and Futurists

NewsletterNewsletter

⚠️Newsletter #15 Show Me How You Work: Week of September 16, 2024

Summer is clearly over. JD Vance doubles down on the cats in Springfield. OpenAI can finally count the numbers of 'r's in the word 'strawberry'.

Founders Notes Founders Notes

Letters to a Founder #1: How is your startup different from all other startups?

How the Passover Seder's "Four Questions" frames how investors think and how you should evaluate your startup

⚠️Newsletter #14 Show Me How You Work: Week of September 9, 2024

Anti-trust is the topic dejure for SV as we begin the sprint towards Thanksgiving.

⚠️Newsletter #13 Show Me How You Work: Week of August 12, 2024

SB 1407 is looming this week, while Amazon saves a quarter billion dollars in developer time.

Deep ThoughtsDeep Thoughts

Deep Thoughts #2 Foxes and Hedgehogs: how risk profiles determine the roles we play

How to understand the venture eco-system from how we evaluate risk

⚠️Newsletter #12 Show Me How You Work: Week of August 12, 2024

Is there a recession coming? Warren Buffet has 4% of all T-Bills? who are Iran and Russia backing for President?

Deep Thoughts #1 Consumption-Based Pricing and Five Predictions for the Future of SaaS

The death of per seat pricing and rise of consumption based models will change how software is consumed and sold. But how?