Archive - 99% Derisible

Our 2Q letter to LPs

We are looking for the planes and the cars (and the businesses relying on the planes and the cars) not the oil and steel

Aug 21 • Yoni Rechtman

What capital wants

A growth VC summited it up: “If we can’t see a path to a $20 billion company with you as the emerging winner, we can’t do it at all.”

Aug 14 • Yoni Rechtman

No revenue is enough revenue

My formula for when to raise

Aug 7 • Yoni Rechtman

July 2026

Exercise windows should be longer.

Fairer equity compensation, NY deserves better than grocery slopulism

Jul 31 • Yoni Rechtman

I'm rooting for open source

Industrial policy, investor updates, my new CRM, Pangram

Jul 24 • Yoni Rechtman

Back in the saddle

My honeymoon, CEO side projects, liberty vs security

Jul 17 • Yoni Rechtman

June 2026

Betting on vision

Cargoculting, coherence, and a vision for the future

Jun 26 • Yoni Rechtman

Post agent companies

Eyes on the end game

Jun 19 • Yoni Rechtman and Justin Woodbridge

We had it coming

Everyone hates VCs and loves the Knicks

Jun 12 • Yoni Rechtman

We're all short intelligence

Jun 5 • Yoni Rechtman

May 2026

Slow Takeoff: 2026

The Knicks, my new MCP server, COGE, and our mini conference

May 29 • Yoni Rechtman

AI Accenture, Not Accenture for AI

Productizing diffusion. Accelerate the world.

May 22 • Yoni Rechtman

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