VC #17 - Sea Change in Private Markets
How to plunder a $86bn company for $0
Random # 7 - Confusion of Confusions
VC#16 - Is Cash a Moat?
FLDG guidelines, explained
VC#15 - The Venture Capital Model is broken.
Peak (XV) performance.
Food Delivery has peaked
Deep Dives #6 - An essay on the history of AI
Bonfires of Money
Interesting Reads from the Internet
Deep Dives #5 - Foundation Models and AI Landscape
Addressing the AI Elephant in the Big Tech Room
