Writing
Our current outlook
Our 2026
Outlook
Software is getting easier to build and harder to defend.
What becomes scarce when capability becomes abundant?
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From the archive
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Our 2025 Outlook
AI normalization, smaller teams, and the investment themes shaping our view of an emerging era.
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The New Blueprint
What changes when AI becomes part of how a company works, from its first hires to its daily operations?
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Fast Takeoff
A hypothetical eighteen months after AGI: a scenario about technology, institutions, and the pace of change.
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Meet Antigravity
Daniel on the path from Disqus to Antigravity, and the founders we started the firm to back.