
We're early stage investors sharing our ideas and investments.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 80 | Founded | 3 years ago | Last Issue | 20 days ago |
| Active | |||||

A few weeks ago, Jamin Ball at Altimeter wrote a great piece called Get in the Token Path. The core idea: the biggest infrastructure winners of the cloud era monetized the core consumption primitive of the platform. In cloud, that primitive...
If it was on Substack, it must be true.
The world is changing incredibly fast. Public software company valuations are falling through the floor. Startup financing is either untethered from reality or suddenly much harder to come by. At the...
I swear that whenever I take a vacation, AI progress leaps forward 10x. After the last few months, I’m not sure if I should be taking more or less vacations. In February, we’ve seen incredible model releases (Opus 4.6, Codex 5.3) and applic...
You receive a data room: 60 gigabytes. 45,000 documents. ~600,000 pages.
You’re told to enter 75 data points per unit, reconcile conflicts across documents and financial statements, and finish before the deal clock runs...
2025 has been an incredible year. New AI models have made it possible to reshape jobs and entire industries and pickleball got even hotter. For our team, Paul and the Browserbase team raised a Series B and George raised a pre-seed round and...
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The writers behind this newsletter.
Paul
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