Founder Catalyst
Dan Nguyen-HuuSeeding ideas, startup concepts, and compelling events for founders and future founders in cloud, AI, and cybersecurity.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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dannguyenhuu.substack.comLatest Issues
The Rise of the Probabilistic Founder
Over the last few months, I’ve been having versions of the same conversation with a bunch of seed and early-stage investors. The specifics differ, but the shape is always similar: the world we underwrite against has changed, and the founder...
The Token Threshold
“The Token Threshold is the point at which the cost to build a capability from scratch exceeds the cost to buy it, measured in inference tokens. Every software product sits either above or below this line. Below it, agents build. Above it...
Black Hat 2025: Security Catalyst Recap
Decibel Vibes and Cocktails Happy Hour
Las Vegas in August is always intense, but this year the real heat came from breakthroughs not just in cyber tools, but in how we think about offense, defense, simulation, identity, and human sustaina...
Tokenomics #2: The Dream (and Risk) of Outcome-Based Pricing in AI Software
Happy (Tokenomics) Tuesday!
One of my favorite books growing up was The Rainmaker. John Grisham's novel is about a young lawyer taking on insurance companies with nothing, but grit and a contingency fee arrangement. There's something brill...
Welcome to Human Risk University
A fresh look at security awareness in the age of AI
On a January morning in Hong Kong, a finance clerk joined what looked like a routine video call with the company’s CFO. The voice, the mannerisms, even the virtual backdrop, flawless....
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Authors
The writers behind this newsletter.
Partner @Decibel VC, helping technical founders, build technical products for technical audiences from the earliest days. Investor in Databricks, SumoLogic, Matillion, Expel, Contrast Security, runZero, SpectorOps, Cube.dev, Sublime Security.
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