The new rules for startup CEOs

How AI is changing startup leadership, and what founders can do about it.

Sep 27

7

August 2025

Purpose is a verb

The case for living your purpose, not just pondering it.

Aug 29

14

2

July 2025

Reasoning + RL: A new recipe for AI apps

I explore why forward-looking AI builders have moved from RAG to reasoning + RL and share the roadmap they’re charting for others.

Jul 26

14

1

June 2025

Meta’s bet on Scale & the new AI data paradigm

I explore how the data needed to advance AI has changed, and what it will take to push AI to the next frontier.

Jun 28

7

May 2025

AI's next frontier is the agentic web

What the latest moves by Google, Microsoft, and OpenAI tell us about AI’s future.

May 30

7

April 2025

Three months after DeepSeek, what’s changed for AI founders?

Scale still matters - but product, ecosystems, and value capture now matter just as much.

Apr 26

10

1

March 2025

NVIDIA’s "AI Factory" Bet

I break down NVIDIA’s push to own the full AI stack - from silicon to software - and explore what it means for startups building in the era of agentic…

Mar 29

4

Thirty years of betting on day zero

I reflect on Foundation's three decades of conviction-based investing, and why our Fund 11 marks our deepest commitment yet to early-stage founders.

Mar 7

6

1

February 2025

DeepSeek shows that AI’s future turns on ingenuity, not just scale

The shift from brute-force AI spending to smart, systems-level design is here.

Feb 1

9

December 2024

Ten predictions for tech and AI in 2025

I reflect on tech's 2024 milestones and chart what lies ahead in 2025.

Dec 27, 2024

20

3

November 2024

Has AI scaling hit a limit?

On the eve of ChatGPT’s second birthday, I examine the fault lines in one of the field's most powerful assumptions.

Nov 27, 2024

21

1

Frank Slootman, former Snowflake CEO, shakes up the 'Founder Mode' debate

The iconic enterprise leader moves beyond the 'Founder vs. Manager Mode' debate, offering these seven rules for next-level leadership.

Nov 9, 2024

6