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Infinite Runway

Dylan Reider

Dylan Reider's newsletter on tech, startups, and investing

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead infinite-runway.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Building on Quicksand

“It feels like you’re building on quicksand. Every day you wake up and feel the anxiety and stress, wondering what’s going to shift? What new breakthrough is going to happen? Every day our research teams would announce something new - new d...

9 days ago
4
0

Inside the Lab

This year has been a tough time to own tech stocks. Software? Dead. Mega cap tech? Too much capex. Consumer internet? Agents will use the internet in the future, not humans.

17 days ago
4
0

The Chopping Block

Block dropped a bomb in their earnings report yesterday. The company plans to cut ~40% of its workforce, or roughly 4,000 people out of a total 10,200, as part of a significant restructuring focused on positioning the company to be "intell...

2 months ago
3
1

Crowded Out

When reports began leaking that Giannis Antetokounmpo - one of the best basketball players in the world - was considering being traded from the Milwaukee Bucks, the entire basketball world paid attention. So did the prediction markets.

2 months ago
2
0

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