Insights / Technology
Technology
On the technology shifts reshaping startups and venture capital — from AI infrastructure to the cycles that decide who wins.
4 essays
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The Entrepreneur Extinction Event (And How to Be the Asteroid)
The entrepreneur extinction event: GPU scarcity isn't killing startups, it's rewriting the rules so solo founders outbuild teams with 50x their res…
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4 Essential Questions To Ask Yourself Before Fundraising As A Startup
Four questions to answer before pitching VCs: why raise at all, how much you need, what you'd do without the money, and whether VC funding even fits.
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When AI Becomes the Hacker: The Emerging Threat of Weaponized Language Models
I fine-tuned Code-LLAMA 2 for a few hundred dollars until it wrote malware. What that experiment says about weaponized language models.
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The Impact of the Technology Cycle on Venture Funding
The impact of the technology cycle on venture funding: the four phases — innovation, syndication, diffusion, decline — and how mistiming them wreck…