There are days when all I do is read Kahneman and grimace at how much my own brain has defeated me.

I mean probably, yes.

So, I'm curious: have you recently decided to *not* hire a graduate (or equivalent level role) because AI tools reduced the need for one?

Weekend reading

Would tweak to be “not *feel* like you need to impress anyone”

😍😍😍 Things that are also not ARR: monthly contracts, no contracts, trials.

Definitely 1 and 3. Almost certainly some form of 2.

How does the next five years of AI play out for Gen Z? dylancollins.com/p/how-the-next…

You can see how truly undervalued Discord is by looking at the latest marketing tools that Levellr just announced for games companies. Great write-up by Dean Takahashi gamesbeat.com/levellr-releas…

Another way of thinking about this is that Roblox is stealing future mobile games publisher revenues

There is an alternative universe where OnlyFans went public and memed its way to the Mag7

Fascinating. Curious how much the LEGO x Fortnite game was top of funnel for this in some way.

"Increasingly I am thinking of content creation as the closest thing we have to Universal Basic Income (UBI)" dylancollins.com/p/how-the-next…

How about Vesuvius Challenge but for ancient tattoos Nat Friedman ? cambridge.org/core/journals/…

The very good VCs are very good indeed. The average are not. This is why I struggle with 'retail investors should have an allocation to VC'. You don't really want VC beta (which is almost certainly what you'll get access to).

A funny story. Steve Jobs bragged to Seymour Cray that Apple was using a Cray in its project to develop the Mac. Cray replied that he was using an Apple ][ to help develop the next Cray. Companies building Manhattan sized data centers should take note!

I have always been surprised about the lack of consolidation in kids fintech. So many opportunities.

Your VC dollars hard at work