Building a startup is hard.
Figuring out fundraising and venture capital shouldn’t get in your way.
Stop with the AI Slop, Part 2
What happens when AI slop finds its way into emails and text messages you send your coworkers, clients and friends?
Things I Think I Think - Q2 2026
Against the backdrop of this summer’s competition for global sport supremacy, here are 5 Things I Think I Think - Q2 2026 Edition.
On Resilience, Rockets and IPOs
Plenty of stories have been written about the history of SpaceX. This is not one of those stories.
What’s Going On With Accelerators?
With more accelerators and fellowships than ever, it might seem like there’s an overabundance of options for founders to choose from. What we’re seeing is actually a clustering around two very specific approaches to hands-on investing.
Snakes and Ladders
Over the past 18 months, Silicon Valley has sped up. And most people outside of the Bay Area have no clue just how wide the chasm has become.
Things I Think I Think - Q1 2026
Three months ago, nobody had heard of OpenClaw, OpenAI was valued at a mere $500B, and Anthropic was signing multi-year partnerships with the U.S. Government.
AI Price Drops Are Coming
Right now, AI companies around the world are capturing unprecedented revenue. But it won’t last forever.
Stop, Collaborate and Listen
There are moments in time when it’s important as a founder to stop and pay attention to what’s happening around you. This is one of those moments.
When Distractions are Everywhere, Focus Wins
The rate of advancements resulting from AI is nothing short of astonishing. But for founders, it can be a major distraction.
Things I Think I Think - Q4 2025
Now that we’ve all made it through our backlogged New Years inboxes, let’s reflect on Q4 and kick off 2026 with my latest homage to legendary sports columnist Peter King
Things I Think I Think - Q3 2025
The memories of summer are fading. Burning Man is over. And the kids are back in school. Here are 5 Things I Think I Think: Q3 2025.
AI Won’t Actually Change Everything
The current gap between the tech world’s obsession-of-the-moment and the rest of the world seems more like a chasm.
VCs are Changing Their Tune on Conflicts
VCs generally do not invest in startups that compete directly with existing portfolio companies. But that norm is changing.
What’s Going on with Early-Stage Founders?
What now we’re seeing the manifestation of the shift Everett Randle warned about back in 2021.
Things I Think I Think - Q2 2025
Sending dispatches from the wilderness in between Canada Day and America Day. Here are 5 Things I Think I Think: Q2 2025.
What’s Going on with Early-Stage Investing?
I have never seen a more bifurcated fundraising environment. What’s going on?
Things I Think I Think - Q1 2025
Can you write this post in the style of Studio Gibli? Here are 5 Things I Think I Think: Q1 2025.
If You’re Not Prototyping with AI, You’re Going Too Slow
If you’re a founder in 2025, you need to learn about vibe coding. Here’s why.
DeepSeek was Inevitable
The emergence of DeepSeek R1 has shaken the tech industry to its core. But in hindsight, it was inevitable.
Where are the Builders?
Why does it seem harder to find communities of technical founders in some ecosystems than in others?