Archive - 99% Derisible

Even Cracked Kids Grow Up

Happy fourth, the startup meta, Soham

Jul 4 •

June 2025

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

Value creation and value capture

Business models matter, our SMB summit, tech for abundance in NY

Apr 25 •

Vesting schedules should be longer

Startups take a very long time. Equity comp should reflect that.

Apr 18 •

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