Jan 23, 2026
$339.4B deployed, but the math is broken. While the headlines scream "VC is back," 99.95% of founders are fighting for scraps. Here is the brutal reality of the 2026 bifurcation.
Jan 16, 2026
Ben Horowitz wrote "America must win." Marc Andreessen recruits for DOGE. Scott Kupor runs federal HR. Saudi Arabia is an LP. Welcome to the era of Sovereign Venture.
Jan 9, 2026
Boeing trades at 1.7x sales. SpaceX wants 60x. Here is the "AI Infrastructure" play hidden in the rockets.
Jan 2, 2026
They bought the team, the tech, and the future, but called it a "license." Welcome to the era of regulatory arbitrage.
Dec 26, 2025
The INVEST Act passed. Nobody noticed. But it changes everything about my previous prediction - secondaries just got regulatory rocket fuel.
Dec 19, 2025
They're raising $2.2B to invest in AI. All while warning investors that AI valuations are "elevated and unsupported by fundamentals." Here's what that means.
Dec 12, 2025
Everyone's celebrating "funding is back." Nobody's noticing only mega-rounds are back. Here's why 95% of startups are now unfundable.
Dec 5, 2025
I'm betting on selective success at 55% confidence. Data-backed reasoning, blind spots, and your turn to vote.
Dec 4, 2025
When regulators shift from "light touch" to "clear rules," the transition kills momentum. Today - regulatory shock scenarios.
