For the better part of fifteen years, the startup playbook has been built on a single premise: software companies disrupt legacy industries by doing the same things more efficiently. This is the core of the "software is eating the world" thesis that has defined venture capital since Marc Andreessen wrote those words in 2011. Tech companies move into traditional sectors, extract better margins through software leverage, and the incumbents either adapt or die. That playbook has always had a mix...

How simple early value propositions can make startup life easier.

Why I'm currently focused on MCP and how AI is likely becoming the universal interface for everything.

Less is more

How the barriers to entry for new company formation are in the process of being shattered and what it likely means for investors and builders.

Looking back and looking forward, how we anticipate technology and crypto markets evolving as we move into 2025.

It is possible that while we're all looking for crypto's killer app, that high performance blockchains are in fact already playing that role.

Crypto and AI converge through rapidly changing energy markets.

Goldman, Blackrock, Nike and others have demonstrated the demand, but the porn industry can be the real driver if founders pay attention.

Each year, as the holiday season approaches, the rush of text messages commences with friends soliciting updated addresses to minimize the number of ...