It’s overrated—both financially and emotionally
The Search For the Winning Formula
It’s the rare business book that you should actually read
China, boring AI, vertical SaaS, and Apple's power
The tech industry needs to be honest about the trade-offs of risk
A personal essay
This is the dumbest AI will ever be—and it’s still magic
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
Maybe Elon should buy it
Weapons are a necessary evil, not a hype-y consumer product
Where does Disney go from here?
It’s Musk's world and we’re just tweeting in it
A16z’s Chris Dixon hasn’t abandoned the faith with his new book, 'Read Write Own'
How Braintrust Used Tokens to Kickstart a Market
Weirder, different, and new
Netflix and Bill
Plus a few things that bring me hope
The Race for Revenue Share
Seven Years of Freedom
The Power Output Equation
And it means there are big changes ahead for what software can do
What’s the real reason AI hasn’t yet delivered on its hype?
Spotify’s No-Win Predicament
A new distribution channel has opened
