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  1. Cursor and SpaceX have entered an agreement to co-develop coding and knowledge agent models together.

  2. The HALO Effect

    Notes on the recent trend of “Hire and License Out” deals in AI Halos are made when souls leave their companies and ascend to the Clouds Over the last year, a new breed of deal structure has emerged in AI: an alternative to acquisitions and hiring that sh…

  3. I’ve joined Sutter Hill Ventures to find and build companies with our next generation of EIRs and CEOs.

  4. The shifting sands of tech IPOs If the IPO process is like a debutante ball, the top investment banks are akin to a finishing school.

  5. If you follow my blog, then you likely follow Eugene Wei on twitter.

  6. How Figma and Canva are taking on Adobe—and winning In 2010, Photoshop was ubiquitous.

  7. In Formula 1 racing, you can win a world championship as a driver with one team but then not even make the top 10 without that team’s car and infrastructure.

  8. Why Figma Wins

    Companies are a sequencing of loops.

  9. Every marketplace is unique.

  10. Recently sent some notes on aspects of Superhuman’s acquisition loops and business model that interested me to some friends.