Charts To Watch...Software Ate The World And Now Is Getting Eaten...4D Chess or Kerplunk...Google Keeps Winning, Robots Robots Robots, The Degenerate Economy Comes To Hollywood and AI is Just Leverage

My Seed Stage Investing Interests and Focus - Founders that can sell (technology as a garnish), Wealthtech, The Degenerate Economy, The Luxury Economy and Marketing Is The New Engineering

The State of Seed and Venture Capital ...Cash Cannons, AI Slop and High Valuations

The Unicorn Squid (A16z) and The Vampire Squid (Goldman Sachs) are our masters...You can hate the players and hate the game but still be optimistic

Bet Bet Bet Bet Bet....Sunday Reads And Listens

The crowd of venture capitalists are all in on Prediction Markets. A Giant Misallocation of Capital?

New Trends With Friends Episode: From Copilots to Strip-Mining Talent From Start-Ups: Inside AI’s New VC Reality with Ed Sim of Boldstart Ventures

With Ed Sim of Boldstart Ventures

How I (and Stockwits) Feel About Scrapers and Machines in an AI World

and more on 'Intentless Commerce'

The World Is Spinning Out Of Control...Same as It Ever Was

The wars, social networks, the degenerate economy and AI make it all louder than ever.

Shut Up, Lean Back and Enjoy Your Free Time...And Everyone Wants To Be Netflix and Your Bookie - Sunday Reads And Listens

Netflix and chill has become 'Roam and Chill' and Robinhood has my sports bets

Venture Capital And Google ...The Disdain Is Palpable and Social Leverage is Growing

New Trends With Friends Episode: Growth, The State Of Venture Capital, and Too Much Macro Worry?

With special guest Jeff Richards (General Partner at Notable Capital, $10B AUM)

What Are The Markets Saying - Public, Private Equity, Venture and Seed...Sunday Reads And Listens

It takes bulls to have a bull market!

Small Miracles From The Ceasefire...Tik Tok Gaslighting...$TRUMP and The Uncharted Degenerate Economy AND The Next Bubble That Is People As Brands ...A Sunday Rant.