Dylan's half-formed thoughts and musings
Dylan CollinsNotes, observations and opinions from a serial company builder and investor in the digital media sector
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Subscribers | Read | dylancollins.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Altman Put
I was at dinner with a PE partner the other week who made a point of telling me how few software companies they had in their portfolio because of their AI-disruption concerns. I’ve heard a version of this from a number of other PE friends t...
How the next five years of AI plays out for Gen Z
“Is AI killing graduate jobs?”, asked the Financial Times a few days ago. “Not really but kinda-maybe-soon” is a pretty good approximation of their answer. I’d written broadly about this a few weeks back in my Gen Z Might Be Screwed post, l...
AI investing can be surprisingly unprofitable even when you're correct
It can be surprisingly difficult to make money from investing, even when you have a pretty good idea what the future will look like. There is, at this point I think, a reasonably high probability that AI is going to be a genuinely new techn...
The AI impact on Gen Z is going to be profound (and painful)
The number of parents expressing surprise to me that their recently graduated children can’t find jobs has become a persistent trend. Is it too soon to be AI? The data says yes, my hunch says something else.
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Authors
The writers behind this newsletter.
Reader/Builder/Investor. Investing at LFG Holdings. Founder SuperAwesome (a/b Epic Games), Jolt Online (a/b GameStop) + DemonWare (a/b Activision). Occasional boards. Rap devotee.
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