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Side Quests
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The Size Curse
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Gold Standard
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Make It Obvious
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Risk Goldilocks
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Croissant
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Lessons from a Bouillon
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To Board or Not to Board
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Death of the Middle
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Private Credit
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Waiting Lists
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New Supply
-
Mother's Day
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Acceptable Lifestyle Creep
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Two Types of Simplicity
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David vs GolAIth
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Manual Death
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You Can't Not
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Macbook
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Meta Descriptions
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Natural Light
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Blue Collar
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Killing with Kindness
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Net New Data
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Londonmaxxing
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Non-Consensus
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Travel Pain
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Nothing Toulouse
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The VC Job
-
Perplexity Computer
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S-1s
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Web MCP
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Run-Ups & Pullbacks
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Vin Mariani
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Batching
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Tech Paradoxes
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Time Spent
-
Facebook Correction
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Limiting Factor
-
Runway
-
Side Projects
-
Stay with It
-
Long Tail Death
-
AI Hopelessness
-
X Articles
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Feature < Product < Business
-
Superbowl
-
Early Doors
-
35
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Useless Metrics
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Virality vs. Network Effects
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Unbounded Retention
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Key Person Risk
-
Moltbook
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It's On
-
Early Nights
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$3trn Founder Bet
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Problems Brewing
-
Nobody Knows
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SPVs
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Credentials & Imposters
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Housing Costs 🤢
-
Imposter Planet
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Unthinking Machines
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Lost Religion
-
Europe Grit
-
Age of Autarky
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Location, Location
-
WIL: Deep Simplicity
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Jamming Drawers
-
Hardware Curious
-
Context-Driven Roadmap
-
Drop the A
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Is Wikipedia Dead?
-
Cheat Mode
-
First Days
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Coming In Hot
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£1m ARR
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Region-Beta Paradox
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Local Winners
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Dr GPT (the data edition)
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I, Claude-ius
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Clearing Out
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Heat Shock
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High Bar
-
Resolutions & Vices
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Brow(rai)ser
-
Routine
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Unlocking Technology
-
Time Value
-
I Hate Losing
-
Airports
-
Christmas
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Why Now?
-
Consumerism 2.0
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Edge Cases
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Urgency By Default
-
Christmas Carols
-
Be More Vine
-
The Collapse
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Team Silliness
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Do Something
-
Numbers and Narratives
-
Rebounding
-
Dr GPT
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Discounting
-
Strategy Day
-
Ending Early
-
Marketplace Disruption
-
Founder Profiling
-
Taxing Tax
-
Cappuccino
-
VC.txt
-
Minimum Viable Markets
-
Software Bets
-
Celebrity Brands
-
Feedback Cycles
-
Articulation Premium
-
AI Curiosity Tax
-
Surface Area
-
1% Better
-
What Not to Do
-
Simple Games
-
AI in the UK
-
Grammar
-
Better Sushi
-
Please Be Different
-
Control the Controllables
-
Sharpen The Axe
-
Founder References
-
Consumer Social 2.0
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Imperfect Comparisons
-
Different Folks
-
Exit Tax
-
ARR ≠ Traction ≠ ARR
-
Intensity FTW
-
Magical Simplicity
-
Founder Splits
-
Remembrance
-
Buckaroo
-
Blinking Cursors
-
Why Growth Is King
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Tough
-
AI.vc
-
The Ambiguity of ARR
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Back Pain
-
Processed Food
-
VC Isn't Everything
-
Negative Gross Margins
-
The Problems with MVPs
-
Trying Again