Thursday, August 13, 2026

The Long Middle of the Founder’s Journey: Board Alignment, Trade-Offs, and Realism

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Nobody talks about the long middle of the founder's journey. The years after conviction, but before clarity. It is the time where most s...

VCs are paid to hunt for 10X outliers. Founders are building for life-changing wealth.

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Venture capitalists are structurally incentivized to hunt for rare outlier startups with greater than 10x outcomes that can return the entir...
Wednesday, August 12, 2026

Fixing the SAFE Gap: How Founders Can Rebuild Governance

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Most seed-stage companies never had a board. At pre-seed, SAFEs account for roughly 90% of U.S. deals. At seed, where a priced round is a re...
Tuesday, August 4, 2026

Disposable UIs and Bedrock Foundations: The new architecture of B2B SaaS.

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The hot take in B2B SW right now: You don't need enterprise software, you just let agents access the database and let them do the work. ...
Friday, July 10, 2026

SpaceX wants 100,000 satellites in VLEO, making it the default orbit for the space industry

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On July 6 2026, SpaceX asked the FCC for authority to fly Gen3 Starlink 100,000 satellites spread across two Very Low Earth Orbit (VLEO) she...
Tuesday, March 24, 2026

Robotics Is Not About Robots

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Co-authored by Oana Olteanu of Motive Force   Henry Ford’s Rouge , source A robot running at 95% accuracy sounds impressive. In a factory ru...
Thursday, March 19, 2026

What I look for in robotics founders

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I have met with dozens if not hundreds of robotics startups who want to build for industrial operations. This is what I look for in the foun...