Advisor Equity Is Mispriced
Equity is (sort of) forever, but advisor value is not.
AUG 11 · James Wang
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The Mimosa Memo
Pulling apart incentives, capital structure, and the parts of early-stage investing nobody puts in a deck.
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DFW Startup Week 2026
AI has made work cheaper and easier. Nothing beats being in a room with people anyway.
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The Hybrid AI Trade
In 1958, hybrids were the future of computing. That held for about a decade, and AI is running the same architecture bet now.
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Venture capital funds the exceptions, which makes it the wrong instrument for many companies.
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What Google Actually Bought From A24
A24 charged Google $75 million for the kind of access most companies pay to hand over, one API call at a time.
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