- 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.
- Apr 9, 2026Read →
Vertical vs. Horizontal
I’ve landed somewhere specific, and I think it’s worth explaining why.
- Mar 10, 2026Read →
The Market Is Breaking in Two
The venture market isn’t recovering. It’s bifurcating. Violently.