Return the Fund
The frontier of tech-focused VC research.
Trusted by 33k investors and founders.
Cluely, virality, and the future of company building
Notable moments and AI spend commitments
Expectations for September 9th, and reflecting on last year's Apple analysis
On building an empire
Cursor, Lovable, humans, drugs, and all in-between
Problems, opportunities, prospects, and how I understand the space
Vibe coding, MCP, and a platform empowering useful agents
Key insights from industry leaders shaping the future of AI agents
What everyone's missing after the September event
Tales from a summer spent in Seattle
A comprehensive map of future compute and a theme-based thesis on infra investing
Learnings from big tech earnings & the supposed AI hardware "bubble"
