Oct 7, 2026
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3 min read
👉 Healthcare buyers are moving AI work to vendors, and 42% are cutting the vendor list. I show who stays on it, plus the $4B startup that powers 1 in 6 US apartments.
AI
+1
Sep 30, 2026
👉 Token prices fell 41% since March, and startups that charge for finished work keep the savings. I also cover the $100M startup that charges $75 per filed tax return.
Sep 23, 2026
👉 Your growth rate should set your hiring pace. Here is the ICONIQ data behind it, plus the $75M startup that plans to pay people for what they know.
Sep 16, 2026
2 min read
👉 Your engineers already skim AI review comments. Here is the precision number that makes them skim harder, plus the two auth bugs the cheap model walked past.
Sep 10, 2026
👉 Your buyer signs quicker in 2026 and commits to less. I reran my own payback math on the new term this weekend and the answer was not the one I wanted.
Product
Sep 2, 2026
👉 That is how many startups OpenAI has acquired since January, most of them seed stage. Anthropic took five.
Marketing
Aug 26, 2026
👉 A founder asked me this on Thursday with a fresh seed round and three people.
Aug 22, 2026
1 min read
👉 Found a powerful AI tool? Actually use it.
Tools & Resources
Aug 19, 2026
👉 Pre-seed money barely moved this year. The count of checks written fell 22%. Here's why.
Financials & Fundraising
Aug 12, 2026
👉 I've been telling founders to plan 24 months of runway but that changed in 2026.
VCs
Aug 5, 2026
👉 I know this sounds ridiculous but 86% of every venture dollar goes to AI now.
Jul 29, 2026
👉 Seed prices are hitting records this month and dilution is dropping again. But it's not because there are more VCs in town.
Jul 22, 2026
👉 Do this before you set a raise date, not after your term sheet stalls.
Jul 15, 2026
👉 Look, the smartest move isn't trying to predict or chase every new trend but it's doubling down hard on the stuff that basically never changes.
Mindset