Stack Trace
Jack ArenasPerspectives from a builder turned backer.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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jackarenas.substack.comLatest Issues
The Buy Window
Edwaert Collier, Vanitas Still Life, ca. 1662. A reminder that the Buy Window has always been narrower than it looked.
The full spectrum of software is suddenly economic to attempt, but not all of it will be economic to own. That gap is pr...
The Hidden Cost of Kingmaking
The Battle of La Roche-Derrien, 1347. The largest army ever assembled by Charles of Blois and he still lost.
Nobody talks about the companies that kingmaking kills.
If you’re a former employee, you have stock that’s either worthless or ti...
Don't Go Full NPC
In December 2017, DeepMind’s AlphaZero played a 100-game match against Stockfish, the strongest traditional chess engine ever built. AlphaZero won 28 games, drew 72, and lost zero. Stockfish evaluated 70 million positions per second through...
The Stoic Founder
Albrecht Dürer, "Rhinoceros," 1515. He never saw one but was remarkably close anyway.
I just finished Spinoza’s Ethics. To be honest, it’s not a fun read. It’s a few hundred pages of geometric proofs like something out of Gödel, Escher, Ba...
Not Every Company Is Built for the Big Leagues
Pieter Bruegel the Elder, The Tower of Babel (c. 1563)
Every founder starts with the same belief: build something massive, change the world, and maybe create generational wealth along the way.
I know I did.
That ambition is healthy, and...
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The writers behind this newsletter.
Principal at Founder Collective
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