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The Energy Constraint
Perspective on energy and AI at the end of 2025
Nov 10 • 
Will Baine

August 2025

Future Fundamentals
Quantifiable Disruption and Unit Economics as the Basis for Venture Investing in Operationally and Capital Intensive Businesses
Aug 14 • 
Will Baine

May 2025

OpenAI x Dropbox
Quick musings on an OpenAI x Dropbox combination
May 9 • 
Will Baine
Productivity is the Only Path
The rationale for Logos
May 9 • 
Will Baine
DeepSeek and the Impact of Cheaper Models
Reaction from January 2025 via Q4 2024 Investor Letter (posted late)
May 9 • 
Will Baine
A Noisy Internet and the Rise of Trusted Networks
A hopeful path as the open internet degrades
May 9 • 
Will Baine

April 2025

AI Powered Software in 2025
An early hypothesis focused on data, depth, and distribution
Apr 29 • 
Will Baine
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