Writing

Notes on venture, deep tech and the physical world.

Essays and playbooks, mostly about where technology meets atoms.

Venture · Commodities

VC is investing in price takers

AI is commoditizing software while driving demand for physical commodities. Why venture is now backing price takers.

2 min read
Semiconductors · EDA

We are still hand-drawing silicon?

Analog chip design is still largely manual. Automating it could create a generational company.

July 7, 2026 · 5 min read