It's the honest introspection part that everyone falls down on.

Because no one wants to admit they were wrong.

Especially to themselves.

- @naval

Why the sky high valuations for useless blockspace is existential to crypto, and how we can change this dynamic.

Thanks to David Minarsch, David Shi, Cem Dagdelen, Richard Blythman, Xinyuan Sun, and Barnabé Monnot for feedback and review.

Why I keep writing the same essay over and over again.

How the fastest growing companies are reframing their offering to win the hearts of customers

The next decade in SaaS won't look like the last

As more companies embrace new AI-enabled capabilities, a commonly held position is that established players will "win" by integrating AI features into their exi...

USD-pegged stablecoins are crucial for maintaining US financial dominance and stability. Here's why they are vital defense technology.

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 weren'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…