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Future Fundamentals
Quantifiable Disruption and Unit Economics as the Basis for Venture Investing in Operationally and Capital Intensive Businesses
Aug 14, 2025
•
Will Baine
3
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The Disconnect Between AI and America
An impending political reckoning
Jan 12
•
Will Baine
3
The Energy Constraint
Perspective on energy and AI at the end of 2025
Nov 10, 2025
•
Will Baine
2
OpenAI x Dropbox
Quick musings on an OpenAI x Dropbox combination
May 9, 2025
•
Will Baine
1
Productivity is the Only Path
The rationale for Logos
May 9, 2025
•
Will Baine
1
DeepSeek and the Impact of Cheaper Models
Reaction from January 2025 via Q4 2024 Investor Letter (posted late)
May 9, 2025
•
Will Baine
1
A Noisy Internet and the Rise of Trusted Networks
A hopeful path as the open internet degrades
May 9, 2025
•
Will Baine
1
AI Powered Software in 2025
An early hypothesis focused on data, depth, and distribution
Apr 29, 2025
•
Will Baine
1
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Writing is Thinking
"I don’t know what I think until I write it down." -Joan Didion
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