- Oct 27, 2026Read →
What Is a Company Actually Worth?
Miro and Airtable just found out. The answer depends on whose budget you’re selling into.
- Oct 19, 2026Read →
Record Dollars, Rare Exits
The money is flowing in. Getting it back out is the hard part, and that's a design problem founders can solve early.
- Sep 29, 2026Read →
We’ve Seen This Movie Before. We Know How It Ends.
As open-weight models feel more inevitable, so too does the future of startups.
- Jul 8, 2026Read →
The Loneliest Jersey
Trust, positioning, and short memory: what goalkeeping teaches emerging managers
- Jun 5, 2026Read →
What Stays Human
How Supercruise built Flight Deck to automate everything that can be systematized, and protect everything that cannot
- May 27, 2026Read →
The Retreat From Software And Why It’s the Wrong Call
The bear case on software is understandable, and still wrong.