THE NEWSLETTER
Presence. Trust. Taste.
A dispatch from between the rooms.
A short, high-signal dispatch on AI, capital, and the decisions being made before the market notices. Written from between the rooms: stages, boardrooms, founder calls, investor conversations, and the occasional very clarifying walk. Read by 10,000 founders, investors, and operators who want signal, not volume.
Roughly monthly. Never more than weekly. Unsubscribe anytime. Your email stays with me.
WHAT YOU GET
Three themes. One angle.
The through-line is the same as everything else I do. Presence is how connection begins. Trust is how it deepens. Taste is how it lasts.
01
Decisions
The questions founders, boards, and investors should ask before the deck, term sheet, or
strategy hardens.
02
Capital
What raises, exits, and strategic conversations are actually rewarding now. Live deal-flow
context, not retired wisdom.
03
Presence
The human premium AI cannot automate: alignment, trust, timing, and the nervous system behind the message.
WHAT YOU GET
Three themes. One angle.
APRIL 2026
The question before the deck.
Most founders write the answer. The ones who raise write the question. A short note on what investors are actually listening for in the first thirty seconds, and why most pitches fail at minute two.
READ THE DISPATCH
MARCH 2026
Incentives are code. You write the code early.
Every exit is written at Series A. A walk through the term-sheet clauses that quietly determine behaviour two years from now, and the one conversation founders skip that costs them tens of millions at exit.
READ THE DISPATCH
FEBRUARY 2026
Extractive AI. Regenerative AI.
Two operating theses for the next decade of AI capital. One compounds human potential. The other strip-mines it. The investors who know which is which will own the category.
READ THE DISPATCH
SEE THE FULL ARCHIVE
WHO READS
The room this goes outto.
10,000+
SUBSCRIBERS
52%
OPERATOR AND FOUNDERS
38%
INVESTORS & ALLOCATORS
“The only newsletter I forward to my LPs without annotation. Angel names the question everyone else is dancing around.”
MANAGING PARTNER, GROWTH-STAGE FUND
FROM RECENT ISSUE
“The advantage isshifting. From access to information, to judgment under pressure. That is where outcomes are now determined.”
ANGEL GAMBINO
SUBSCRIBE
When it's worth your time.
Roughly monthly. Never more than weekly. Short, specific, and written in one sitting.
FREQUENTLY ASKED
Direct answers.