Sitemap - 2025 - Cautious Optimism
Will the tech-right survive Trump 2.0 as a political unit?
Economic Calendar for the Week of April 27, 2025
Alphabet’s AI earnings bonanza
Economic Calendar for the Week of April 20, 2025
Windsurf. Do the deal. But at $5B, not $3B. Sam can afford it.
This newsletter is now called "DEV MODE" 🤪
Can you secondary your way to top-decile DPI?
Everyone but Meta gets a breather
Economic Calendar for the Week of April 13, 2025
In wake of tariffs, Europe backs its AI industry
RIP the liquidity cycle: born Q1 2025, died Q1 2025
Economic Calendar for the Week of April 6, 2025
We just shot our own foot, reloaded, and shot the other
X + xAI = a16z, Fidelity, Kingdom Holdings, Sequoia Capital
Economic Calendar for the Week of March 30th
CoreWeave's IPO disappoints, inflation comes in hot
Everyone wants a piece of the stablecoin boom
Thoughts on the TechCrunch sale
Economic Calendar for the Week of March 23, 2025
The CoreWeave-OpenAI-Microsoft drama explained
CoreWeave sets IPO price range at $47 to $55
The AI Factory model of the future
We underestimated how much corporate America hates paying developers
Rippling's suit against Deel is wild
Five takeaways from Klarna's IPO filing
Economic Calendar for the Week of March 16, 2025
Can I borrow your life's work? It's a matter of national security!
Do today’s best startups need venture capital?
Closed-source AI models are doing pretty darn well
Crypto Cope and the Curve of Software Jobs
Economic Calender for the Week Of March 9, 2025
Yes to expensive AI agents 💰
I scream, you scream, we all scream for exit liquidity!
Economic Calendar for the Week of March 2, 2025
Is Stripe expensive, or is Adyen cheap?
Nvidia makes gains on rising inference demand
Without AI, are startups crawling?
I was told there would be rate cuts
Economic Calendar for the Week of February 23rd
I thought we liked free markets
What happens if you pause growth, invest in AI, and relaunch?
Small startups, doing too much to stop too little, and Chinese tech waking up
Economic Calendar for the Week of February 16th, 2025
How soon until we can afford robot butlers?
Defense funding, Lyft earnings, inflation data, and the sad state of IPOs
Sailpoint’s lonely IPO accelerates
Bonjour, je suis un modèle IA français!
Economic Calendar for the Week of February 9, 2025
All Fear The Cloud and Twitter Financials
Do you want to pay startup prices for public companies?
How much capital can startups profitably eat?
Well, there goes the neighborhood
Let's just value OpenAI at infinite money and be done with it
Earnings, capex, and models, oh my!
I, too, am terrified of better, faster, and cheaper AI models and services
Chinese AI is crushing tech stocks
Economic Calendar for the Week of January 26, 2025
Industry over caution in new Crypto Executive Order
What's a half-trillion between friends?
Economic Calendar for the Week of January 19, 2025
Rockets go up, learning Mandarin, and the good news for SaaS
At 25x ARR, why is Cursor so cheap?
All aboard the quantum rollercoaster, and reaching peak child under capitalism
The fight for global AI supremacy, and Steve Bannon versus the Tech Right
Thus ends my Twitter addiction
My most conservative beliefs: Price controls suck and Federal deficit matters
US AI investment is world crushing
It’s good business, but knee-bending is gross
Economic Calendar for the Week of January 05, 2025
It's power laws all the way down
Answering our 2024 questions, and charting a bright path into the New Year