tech, startups, internet

On the value of small angel checks.

“Taking small checks from angel investors often leads to introductions to other investors, resulting in a multiplicative effect, or the “money multiplier.” These angel investors often work in the tech industry and are keen to help startups grow. As a […]

tech, startups, internet

Not even wrong: predicting tech.

Two inventions might start out looking like toys. One might become hugely impactful and change the world, while the other might not. Benedict Evans argues that the argument “well, lots of important things look like toys” is not technically wrong, […]

tech, startups, internet

Usage as a moat in AI.

This a slightly more advanced spin on the idea of a compounding advantage from more data. Tomasz Tunguz now offers a method for that advantage to compound: He highlights a recent paper about Reflexion, “an approach that endows an agent […]

tech, startups, internet

GPT-4 is a reasoning engine.

There was once a well reasoned argument for life on mars. But it was built upon faulty information, namely a visual artifact from low-resolution photos. Similarly the large language model draws reasoned conclusions as it best can, but is hampered […]

tech, startups, internet

The non-obvious emerging LP playbook.

This resonated with me: “Effectively, this blogpost is dedicated to the investor looking to invest in fund managers who have yet to prove their institutional track record. And just like investing into a pre-seed founder, searching for product-market fit, the […]

tech, startups, internet

How Duolingo reignited user growth.

“I’ve never seen a growth story like this before—4.5x growth for a mature product, driven by a small handful of product changes, rooted in an innovative growth model, and explained in such actionable detail.” ~ learn more