RENAISSANCE CAPITALIST

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I asked Elon if he was an alien

And about Bitcoin, clip below

Sep 30, 2025

Earth's first AI minister

Networks eating the state v0.1

Sep 19, 2025

What Thinking Machines $2b seed is solving

And why Renaissance Capitalists (you) won't be surprised by it

Sep 15, 2025

Stalin's Photoshop

And the paradox we need (tech) to solve

Sep 3, 2025

The Wolf(e) of all Latitudes

Notes from Josh Wolfe and Lux Capital's latest LP letter

Aug 25, 2025

AI Which Is Seen, Crypto That Is Unseen

And 3 other quick thoughts on AI

Aug 15, 2025

NETWORKS ARE EATING THE STATE

a16z was right on software eating the world (shocker), and Balaji's right on Network States

Aug 7, 2025

Retired at 33 (sort of)

From bruises to balance: how scar tissue, the power of 'enough', and compounding relationships became the foundation for (real) wealth

Apr 18, 2025

The Magnetar Trade: CoreWeave (AI) Edition

An IPO Priced to Perfection, Built for Collapse, and Rigged to Detonate on Retail

Mar 27, 2025

How Elon Flips the Bird into Earth's Most Valuable Company

TikTok Sold Separately

Feb 18, 2025

The (AI) SuperBowl Halftime Show

Feb 14, 2025

Clash of The (Geopolitical) Titans

How China's Rise Falls Short of Western Values

Feb 7, 2025

My next unicorn is (actually a) beehiiv

Why beehiiv will be (more than) a billion dollar company (quickly)

Jan 31, 2025

Trump's (Micro)Strategy

A potentially consensual Trump peg this time

Jan 24, 2025

How Musk Flips the Bird into Earth's Most Valuable Company