Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Models Aren't Moats
April 18, 2025, 7:23 p.m.
The Third Workforce: From Analog Labor to Agentic Labor
April 9, 2025, 9:27 a.m.
4-Wheel Suitcases and Innovations Hiding in Plain Sight
March 26, 2025, 9:43 a.m.
10 Charts That Capture How the World Is Changing
March 19, 2025, 10:24 a.m.
Daybreak: Announcing Our $33M Inaugural Fund
March 14, 2025, 2:09 p.m.
The ChatGPT Prompts That Can Be $1B+ Companies
Feb. 26, 2025, 10:43 a.m.
How Consumer Psychology Informs AI Product Design
Feb. 20, 2025, 10:21 a.m.
Techno-Optimism and Horizon Expansion
Feb. 12, 2025, 10:32 a.m.
How AI Changes Customer Acquisition
Feb. 6, 2025, 10:31 a.m.
The Age of Fragmentation: AI’s Impact on Content and Code
Jan. 29, 2025, 10:41 a.m.
How AI Will Reinvigorate Consumer Tech
Jan. 22, 2025, 10:31 a.m.
25 Predictions for 2025 (Part II)
Jan. 15, 2025, 10:57 a.m.
25 Predictions for 2025
Jan. 8, 2025, 10:19 a.m.
10 Charts That Capture How the World Is Changing (Part II)
Dec. 11, 2024, 12:05 p.m.
10 Charts That Capture How the World Is Changing (Part I)
Dec. 4, 2024, 10:15 a.m.
Beauty Is in the Algorithm of the Beholder
Nov. 27, 2024, 10:37 a.m.
Play It Cool: Chasing Heat vs. Being Contrarian in Venture Capital
Nov. 21, 2024, 1:15 p.m.
The Evolution of the Creator
Nov. 13, 2024, 10:46 a.m.
The "Why Now" for Healthcare
Oct. 30, 2024, 9:41 a.m.
To Go Broad, Go Deep
Oct. 23, 2024, 9:53 a.m.
The Second $100B AI Company
Oct. 16, 2024, 9:31 a.m.
The Design of Everyday Things: Why Most AI Products Are Missing the Mark on Product Design
Oct. 4, 2024, 9:24 a.m.
AI's Privilege Expansion: How AI Expands Access to Expensive, Hard-to-Get Services
Sept. 25, 2024, 9:17 a.m.
How to Launch a Brand in 2024: The Tech Stack Behind Block Talk, My Small Business Experiment
Sept. 18, 2024, 3:09 p.m.
The Egg Theory, Applied: The User Psychology of AI Agents—in Shopping, Healthcare, and Enterprise
Sept. 11, 2024, 10:03 a.m.