Backing founders building — from idea to category — across AI and the compute economy.

Market MapsView all →

Q1 2026

AI for Financial Compliance

Mapping the AI-powered compliance technology ecosystem for financial institutions

40 companies · 8 categories
Q1 2026

The Compute Economy

Mapping the companies building, selling, optimizing, and brokering compute infrastructure — from custom silicon and GPU clouds to orchestration layers and cost optimization tools powering the AI era. The race to supply and efficiently allocate compute has become the defining infrastructure challenge of the decade.

387 companies · 7 categories

Latest WritingView all →

Claude isn't eating vertical apps. It's flooding them. Vertical SaaS startups are some of its biggest customers. Claude is incentivized to automate so much of the underlying workflow that every vertical is saturated with startups built on Claude. Voice agents for the trades was
X
May 17, 2026
Dinner w/ Harvard founders ('17-'25) last night, 43% use only Claude; 29% use only Cursor, rest on Claude + Codex. Hottest take at the table: strong IPOs will let labs overextend. Public market pressure will force them to increase cost of tokens, leading to a "correction".
X
May 15, 2026
Unique analogy from a founder: AI coding is stuck at Level 2 automation: impressive enough that devs stop checking, not reliable enough to stop checking. The same trap that plagued early self-driving. Self-driving is now at Level 4. What level are we striving for in software dev?
X
Apr 1, 2026
341K companies. $1.9T in IT spend managed. 1 Accenture. Others found a niche and never left. Picking the right wedge in AI IT services has never mattered more. https://t.co/pEOzRzU4z2
X
Mar 31, 2026
Enterprises spent a decade consolidating their data. Then they adopted a dozen AI tools in 12 months and fragmented it all over again. The rebundling has begun...and the frontrunners are selling unified platforms to the C-suite, not point solutions to departments.
X
Mar 28, 2026

LibraryView all →

The ten books I keep coming back to, plus the latest ones I've written up.

#1The Power LawSebastian Mallaby · 2022★★★★★

A sweeping history of venture capital and the outsized returns a few bets generate.

Why it's here: The clearest articulation of why the job is about asymmetric upside, not avoiding losses.

View review →

Latest reviews

Most recent first.
The Power Law
Reviewed · May 20, 2026
The Power Law
Sebastian Mallaby · 2022

A sweeping history of venture capital and the outsized returns a few bets generate.

The clearest articulation of why the job is about asymmetric upside, not avoiding losses.

★★★★★View review →
The Cold Start
Reviewed · Apr 10, 2026
The Cold Start Problem
Andrew Chen · 2021

How network-effect products get past zero and reach escape velocity.

My go-to reference when a founder is reasoning about early liquidity and atomic networks.

★★★★★View review →
Chip War
Reviewed · Mar 15, 2026
Chip War
Chris Miller · 2022

The geopolitical history of the semiconductor and why it rules the modern economy.

Essential context for everything I'm mapping in the compute economy.

★★★★★View review →

Founder ResourcesView all →

Public picks I share with founders, plus a private Notion library available on request.

CurriculumY Combinator Startup Library
The single best free curriculum on going from idea to scale — talks, essays, and the Startup School.
→
EssayFirst Round Review
Deeply reported tactical playbooks from operators on hiring, GTM, and company building.
→
OperationsStripe Atlas Guides
Clear, practical guides on incorporation, equity, and the mechanics of starting up.
→
TacticalSaaStr
Benchmarks and hard-won lessons on building and scaling SaaS revenue.
→
NewsletterLenny's Newsletter
Product, growth, and PMF frameworks — the most useful weekly read for builders.
→
Tacticala16z — 16 Startup Metrics
A canonical reference for the metrics that actually matter when you're fundraising.
→
TacticalThe Mom Test — Rob Fitzpatrick
The essential short read on talking to customers and getting honest feedback — even from people who love you.
→
Private library

My Notion founder vault

A working collection I share one-on-one: templates, hiring playbooks, fundraising decks, cap table models, GTM frameworks, and operator notes from the founders I work with.

  • · Cap table & dilution models
  • · Seed → Series A pitch decks
  • · Customer discovery scripts
  • · GTM & pricing frameworks
Request access →
Reach out and I'll share the link.

Building something?

I read every inbound. Send a short note on what you're making and why now.

Get in touch →