venture capital / startups / tech optimism
Jul 15, 2025
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8 min read
How TAM Worship Turns Revolutionary Ideas Into Spreadsheet Footnotes
Jul 4, 2025
7 min read
The Cathedral and the Launchpad
Jul 3, 2025
Why $1B Valuations Might Actually Indicate Market Failure
Jul 1, 2025
9 min read
The Myth of the Perfect Match
Jun 30, 2025
The Cathedral and the Bazaar, Revisited
Jun 27, 2025
The Early-Stage Founder Is a Volatile Asset. Conviction Is the Constraint.
