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Tariffs, Tech Cycles, and a New Economic Reality
Global markets are entering a new chapter, one that demands a shift in how early-stage investors operate.
Apr 28
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Evan O'Donnell
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Tariffs, Tech Cycles, and a New Economic Reality
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A Guide for the Contrarian LP
with Benedikt Langer
Apr 13
•
Evan O'Donnell
2
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A Guide for the Contrarian LP
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March 2025
Open-Source is Eating Software
Three new business models for open-source products.
Mar 24
•
Evan O'Donnell
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Open-Source is Eating Software
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February 2025
Part II: The Rules of the Code
Open protocols for the autonomous web
Feb 13
•
Evan O'Donnell
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Part II: The Rules of the Code
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Part I: 100k Emails that Shaped the Early Internet
Exploring the Cypherpunks – pioneers who championed cryptography and open standards during the internet's formative years.
Feb 11
•
maaria bajwa
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Part I: 100k Emails that Shaped the Early Internet
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January 2025
Where is AI Going? A Conversation with Deon Nicholas
For this issue, I sat down with Deon Nicholas, co-founder of Forethought, to discuss the DeepSeek news, where AI is moving, and how to think about the…
Jan 31
•
Evan O'Donnell
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Where is AI Going? A Conversation with Deon Nicholas
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November 2024
Machines Learned to Read. Now, Can They Stand to Reason?
Exploring how intelligent, application-layer architecture in can create value beyond foundational AI models.
Nov 18, 2024
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Evan O'Donnell
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Machines Learned to Read. Now, Can They Stand to Reason?
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September 2024
Will Coding Automation Create a New Paradigm for Open Source?
How coding automation could reshape the future of open source software.
Sep 16, 2024
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Evan O'Donnell
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Will Coding Automation Create a New Paradigm for Open Source?
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July 2024
A Small Win for Open-Source AI
Key insights from a recent report on the risks and benefits of open versus closed AI models.
Jul 31, 2024
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Evan O'Donnell
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A Small Win for Open-Source AI
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The Next Chapter of Consumer Marketplaces
Emerging trends in consumer marketplaces and what the future of the category might look like.
Jul 29, 2024
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Evan O'Donnell
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The Next Chapter of Consumer Marketplaces
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June 2024
The New Vertical SaaS Playbook
This issue explores how more open technology standards are transforming the playbook for scaling vertical software.
Jun 19, 2024
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Evan O'Donnell
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The New Vertical SaaS Playbook
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My story
In this issue, I share a piece of my personal story — growing up as a member of the LGBTQ+ community and how those experiences influence my work as an…
Jun 5, 2024
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Evan O'Donnell
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My story
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