This piece is the first in a new series from the Institute for Progress (IFP), called Compute in America: Building the Next Generation of AI Infrastructure at Home. In this series, we examine the challenges of accelerating the American AI data center buildout.…

In Formula 1 racing, you can win a world championship as a driver with one team but then not even make the top 10 without that team’s car and infrastructure. Venture can often feel like this, too. Many top performing VCs would struggle if they weren’t on…

On Macro, Buying Behavior, AI confusion and lowering guidance

AI is Oil, not God

A list of things you're allowed to do that you thought you couldn't, or didn't even know you could.

What does it take to go public? Has it changed over the last 15 years?
We gathered data on the US venture-backed software companies that went public between 2010 & today. We corrected the trailing 12 months’ revenue at the time of IPO for inflation & plotted…

I’ve been reading Steven Sinofsky’s Hardcore Software, and particularly enjoyed this quote from a memo discussed in the Zero Defects chapter:
You can improve the quality of your code, and if you do, the rewards for yourself and for Microsoft will be immense.…

Companies are a sequencing of loops. While it’s possible to stumble into an initial core loop that works, the companies that are successful in the long term are the ones that can repeatedly find the next loop. However, this evolution is poorly understood…

There are two basic ways to play the Silicon Valley startup game: playing to win and playing to make plan.

Jeff Weinstein is a product lead at Stripe, where he helped grow their payment APIs to hundreds of billions in volume and transformed the way founders start companies into a few simple clicks with Atlas. Prior to Stripe, Jeff led several startups and sold…