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Mar 15, 2026
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9 min read
There’s a new refrain echoing through VC land—“Software is uninvestable, so now I’m focusing on deep tech.” Give me a break, Mr. Software VC. Suddenly everyone’s a quantum physicist, a biohacker, a rocket scientist. It’s the meme du jour.
Mar 8, 2026
10 min read
The arms race isn’t just humans vs. bots, it’s bots vs. bots
Feb 22, 2026
6 min read
Base intelligence is becoming a commodity. The real value is moving up the stack
