99% Derisible
Yoni Rechtman, Justin WoodbridgeYoni Rechtman: making better mistakes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 169 | Founded | 8 years ago | Last Issue | 8 days ago |
| Active | |||||
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99d.substack.comLatest Issues
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...
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...
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...
What capital wants
Last week I shared an rough way to measure the relative importance of revenue, growth, and narrative in fundraising right now.
Rates (how fast) and levels (how much) each matter and can compensate for one another. If growth is 0 then gr...
No revenue is enough revenue
“How much revenue do we need to raise (a Series A)?”
A few years ago, when I started investing, I could have said “get to $1M ARR with good growth and the Series A will materialize.” Storytelling mattered of course, but it was an easy and...
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The writers behind this newsletter.
digitally native vertical boy, investing at Slow Ventures
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