AI is eating the world We find the biggest money-making opportunities before anyone else—so you can build the next Google Our business? Arbitrage of the future
| Platform |  | Pricing | Freemium | Publishes | Daily |
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What Ben Horowitz Says To Fund Now
The man-year rule that protected every software startup just broke, and if you keep underwriting deals on the old moat you are paying for defensibility that no longer exists.
For decades one law held: a small team with a three-year head st...
SpaceX Q3 2026: Elon's $1 trillion ARR claim
SpaceX's first full earnings cycle as a listed company settles it: this is an AI infrastructure company with rockets. Every number, screenshot, and takeaway that matters for founders and investors.
The first full earnings cycle of SpaceX a...
We’re launching GR Angel: we invest in founders and put them in front of millions
A year ago, Ruben Dominguez and I said we were building the Cluely of angel investing.
Cluely had made going viral its entire growth strategy. Our idea was to bring that distribution mindset to investing: back exceptional founders, then he...
Gold Rush & Reckoning: The State of AI in 2026
I spent the last few weeks pulling every number I could find on where AI money actually went this year.
The result is a 23-slide deck.
I’m publishing it here in full, slide by slide, with the story behind each one.
The short version:...
The AI Rollup Playbook: Why Buying a Boring Business and Running It With AI Agents Is the Best AI Bet of 2026
The smartest money in tech has stopped asking "what AI company do I build?" and started asking "what cash-flowing business do I buy and rewire?"
The smartest money in tech has stopped asking "what AI company do I build?" and started asking...
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Authors
The writers behind this newsletter.
I'm Guillermo, a former startup founder now venture capital investor. I write weekly about startups path to Product Market Fit, growth and fundraising
Investing, building, writing
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