Insights

Notes from the deep end — short, occasional, honest.

We don't write to perform. We write when there's something we want to remember a year from now. You're welcome to read along.

The long wave

Why the most interesting compounders of the next decade are the ones that read like infrastructure, not like miracles.

Coding with AI is not less rigorous than coding without it. It's a different rigor. Here's what we've learned shipping with agents in our own labs.

Past the deck and the metrics — three things we've noticed in every founder we've kept backing.