
Sharing my thoughts on Technology, Startups, and Venture Capital, from the heart of Silicon Valley!
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||

For forty years, software economics worked the same way: spend a lot to build, spend almost nothing to serve. Engineering teams were expensive. Deploying bits to one more customer was basically free. This...
In AI, right now we’re somewhere in the “all at once” phase, except most days we don’t recognize that reality because each individual announcement feels incremental.
I want to walk through what’s actually happened in the last 90 days - usi...
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On the Investment Memo podcast, I sat down with Ricursive Intelligence co-founders Anna Goldie and Azalia Mirhoseini to discuss how chip design has become one of the biggest bottlenecks in computing — and why AI...
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On the Investment Memo podcast, I sat down with Anshul Sadana, co-founder and CEO of Nexthop, to talk about the massive networking opportunity being created by AI data centers.
Watch the full conversation
On the Investment Memo podcast, I sat down with Naveen Rao, founder and CEO of Unconventional AI, to talk about why the AI industry is heading toward a fundamental compute bottleneck — and what he plans to do ab...
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The writers behind this newsletter.
Founder & Investor - Enterprise Partner @LightspeedVP. Focus: Security, Infra, DevOps, Observability, Automation
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