It Is Always Time to Build https://every.to/napkin-math/it-is-always-time-to-build

Technology Waves and How to Ride Them https://every.to/divinations/technology-waves-and-how-to-ride-them

ON INFLECTION POINTS https://www.michaeldempsey.me/blog/2020/07/29/inflection-points/

The Elephant in the room: The myth of exponential hypergrowth https://longform.asmartbear.com/docs/exponential-growth/

The Most Dangerous Thing About The Moment https://mhdempsey.substack.com/p/the-most-dangerous-thing-about-the

COMPANY BUILDING IN THE CURIOSITY PHASE OF AI https://www.michaeldempsey.me/blog/2022/09/20/company-building-in-the-curiosity-phase-of-ai/

AI: Startup Vs Incumbent Value https://blog.eladgil.com/p/ai-startup-vs-incumbent-value

MegaCycles in Tech & Crypto https://blog.eladgil.com/p/megacycles-in-tech-crypto

Four Seasons Total Tech https://www.notboring.co/p/four-seasons-total-tech

The Myth of The Infrastructure Phase https://www.usv.com/writing/2018/10/the-myth-of-the-infrastructure-phase/

Federal Funds Rate - 62 Year Historical Chart https://www.macrotrends.net/2015/fed-funds-rate-historical-chart

Higher Rates Will Lead to the Next Generation of Great Tech Startups https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

7 problems facing Bing, Bard, and the future of AI search https://www.theverge.com/2023/2/9/23592647/ai-search-bing-bard-chatgpt-microsoft-google-problems-challenges

The Best Little Unicorn in Texas: Jasper Was Winning the AI Race—Then ChatGPT Blew Up the Whole Game https://www.theinformation.com/articles/the-best-little-unicorn-in-texas-jasper-was-winning-the-ai-race-then-chatgpt-blew-up-the-whole-game?rc=gdi3uj

Defensibility & Competition https://blog.eladgil.com/p/defensibility-and-competition