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Yoni Rechtman: making better mistakes.

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Latest Issues

Data beyond brokerage

Everyone else is getting rich selling data. It’s never been more over.

Fortunes are being made overnight feeding the voracious, seemingly endless demand and budgets for data from the model labs, well funded AI app companies, and robotics l...

9 days ago
15
4

Do you know a guy?

In normal life (pre agents) not everyone is a ruthless optimizer. Most of the time, most people are content to take the path of least resistance while a few freaks value-max their way through life. Essentially your laziness or indifference...

16 days ago
19
3

Safetymogging and marginmaxxing the accelecels

Thinking about AI safety which is ultimately inextricable from the underlying business. What’s happening now around text and coding models is obviously coming soon to physical AI.


Ant’s Financials

Two important things came out...

a month ago
7

Be dumb. Waste Money. Win.

I’ve been off! I was on vacation/at a wedding in Italy and was a little overwhelmed with some other work stuff in the run up to that. But I’m now ready for the great lock-in of 2026.

We’re so back.


This is a lightly edited version...

a month ago
22
2

Our 2Q letter to LPs

Below is a lightly edited version of a section from the quarterly letter we sent to our limited partners last week.


Every general-purpose/horizontal technology charts a familiar course between early excitement and mature, scaled de...

2 months ago
20
1

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Authors

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  • Yoni Rechtman

    digitally native vertical boy, investing at Slow Ventures

  • Justin Woodbridge

    Phoebe

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