Archive - 99% Derisible

The rollups are rolling

Plus my NYC Ranked Choice ballot

14 hrs ago •

Six Themes for 2025

Where I'm investing next, Nuclear Waste, 23andMe, Su*c*de Rounds

Jun 13 •

The Complexity Crisis

AI will drown the enterprise in complexity + the GIGACYLE is here

Jun 6 •

May 2025

You don't owe your investors (or yourself) a pivot.

Maximizing your expected value sometimes means calling it quits.

May 30 •

Commitment as Leverage

Guest post: The third leg of the stool with code and capital

May 23 •

and

Getting in is harder than getting out

Secondary narratives miss the point, the card flip matrix, and a cool conference

May 16 •

My thesis driven guest post

I was traveling this week (writing from a plane back to NY from SF) and had little/no time to write.

May 9 •

There are only two stages

It's just early and late, risk and scale, legible and illegible.

May 2 •

April 2025

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