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99d.substack.com

2026

Data beyond brokerageRead at 99d.substack.com (opens in a new tab)
9 Oct 2026
Do you know a guy?Read at 99d.substack.com (opens in a new tab)
2 Oct 2026
Safetymogging and marginmaxxing the accelecelsRead at 99d.substack.com (opens in a new tab)
18 Sept 2026
Be dumb. Waste Money. Win.Read at 99d.substack.com (opens in a new tab)
11 Sept 2026
Our 2Q letter to LPsRead at 99d.substack.com (opens in a new tab)
21 Aug 2026
What capital wantsRead at 99d.substack.com (opens in a new tab)
14 Aug 2026
No revenue is enough revenueRead at 99d.substack.com (opens in a new tab)
7 Aug 2026
Exercise windows should be longer.Read at 99d.substack.com (opens in a new tab)
31 Jul 2026
I'm rooting for open sourceRead at 99d.substack.com (opens in a new tab)
24 Jul 2026
Back in the saddleRead at 99d.substack.com (opens in a new tab)
17 Jul 2026
Betting on visionRead at 99d.substack.com (opens in a new tab)
26 Jun 2026
Post agent companiesRead at 99d.substack.com (opens in a new tab)
19 Jun 2026
We had it comingRead at 99d.substack.com (opens in a new tab)
12 Jun 2026
We're all short intelligenceRead at 99d.substack.com (opens in a new tab)
5 Jun 2026
Slow Takeoff: 2026Read at 99d.substack.com (opens in a new tab)
29 May 2026
AI Accenture, Not Accenture for AIRead at 99d.substack.com (opens in a new tab)
22 May 2026
Take the diveRead at 99d.substack.com (opens in a new tab)
15 May 2026
Slop vs tasteRead at 99d.substack.com (opens in a new tab)
8 May 2026
Don't wait for the AI shockRead at 99d.substack.com (opens in a new tab)
1 May 2026
Agent networksRead at 99d.substack.com (opens in a new tab)
24 Apr 2026
I Only Care About Terminal ValueRead at 99d.substack.com (opens in a new tab)
17 Apr 2026
I Only Care About Terminal ValueRead at 99d.substack.com (opens in a new tab)
17 Apr 2026
https://99d.substack.com/p/dont-ask-the-group-chat-for-permissionRead at 99d.substack.com (opens in a new tab)
10 Apr 2026
There will only be four jobsRead at 99d.substack.com (opens in a new tab)
3 Apr 2026
https://99d.substack.com/p/agency-not-agentsRead at 99d.substack.com (opens in a new tab)
20 Mar 2026
Don't call it a moatRead at 99d.substack.com (opens in a new tab)
13 Mar 2026
https://99d.substack.com/p/openais-endgame-is-obviousRead at 99d.substack.com (opens in a new tab)
6 Mar 2026
https://99d.substack.com/p/dont-bet-against-network-effectsRead at 99d.substack.com (opens in a new tab)
27 Feb 2026
https://99d.substack.com/p/the-rollups-are-rollingRead at 99d.substack.com (opens in a new tab)
25 Feb 2026
https://99d.substack.com/p/important-narratives-important-companiesRead at 99d.substack.com (opens in a new tab)
24 Feb 2026
https://99d.substack.com/p/size-for-simplicity-the-income-statementsRead at 99d.substack.com (opens in a new tab)
23 Feb 2026
https://99d.substack.com/p/software-after-saas-sin-eaters-hybridsRead at 99d.substack.com (opens in a new tab)
13 Feb 2026
Legibility is a brand to capital and brand is promises keptRead at 99d.substack.com (opens in a new tab)
6 Feb 2026
https://99d.substack.com/p/call-your-customer-call-your-shotRead at 99d.substack.com (opens in a new tab)
28 Jan 2026
https://99d.substack.com/p/the-second-order-effects-of-aiRead at 99d.substack.com (opens in a new tab)
28 Jan 2026
https://99d.substack.com/p/stories-about-the-futureRead at 99d.substack.com (opens in a new tab)
28 Jan 2026
https://99d.substack.com/p/phoebe-95m-for-the-self-driving-networkRead at 99d.substack.com (opens in a new tab)
23 Jan 2026

2025

https://99d.substack.com/p/hiring-three-great-rolesRead at 99d.substack.com (opens in a new tab)
19 Dec 2025
https://99d.substack.com/p/implementation-is-the-task-of-ourRead at 99d.substack.com (opens in a new tab)
12 Dec 2025
https://99d.substack.com/p/the-two-kinds-of-pivotsRead at 99d.substack.com (opens in a new tab)
5 Dec 2025
https://99d.substack.com/p/power-is-powerRead at 99d.substack.com (opens in a new tab)
7 Nov 2025
https://99d.substack.com/p/friends-and-enemiesRead at 99d.substack.com (opens in a new tab)
3 Nov 2025
https://99d.substack.com/p/momentum-is-not-speedRead at 99d.substack.com (opens in a new tab)
24 Oct 2025
https://99d.substack.com/p/but-ai-companies-grow-so-fastRead at 99d.substack.com (opens in a new tab)
17 Oct 2025
https://99d.substack.com/p/taking-it-slowRead at 99d.substack.com (opens in a new tab)
7 Oct 2025
https://99d.substack.com/p/my-wip-buy-boxRead at 99d.substack.com (opens in a new tab)
3 Oct 2025
https://99d.substack.com/p/area-2-farms-9m-for-robotic-miniRead at 99d.substack.com (opens in a new tab)
26 Sept 2025
https://99d.substack.com/p/the-only-5-stories-that-matterRead at 99d.substack.com (opens in a new tab)
19 Sept 2025
The end of pricing powerRead at 99d.substack.com (opens in a new tab)
12 Sept 2025
https://99d.substack.com/p/6m-to-revive-private-practice-andRead at 99d.substack.com (opens in a new tab)
5 Sept 2025
https://99d.substack.com/p/everyone-is-wrong-about-being-consensusRead at 99d.substack.com (opens in a new tab)
29 Aug 2025
https://99d.substack.com/p/i-was-wrong-about-self-drivingRead at 99d.substack.com (opens in a new tab)
22 Aug 2025
https://99d.substack.com/p/product-wont-end-at-chatRead at 99d.substack.com (opens in a new tab)
15 Aug 2025
https://99d.substack.com/p/six-themes-for-2025Read at 99d.substack.com (opens in a new tab)
14 Aug 2025
https://99d.substack.com/p/launching-tech-for-abundance-in-nycRead at 99d.substack.com (opens in a new tab)
8 Aug 2025
https://99d.substack.com/p/insecurity-is-the-enemy-of-improvementRead at 99d.substack.com (opens in a new tab)
1 Aug 2025
https://99d.substack.com/p/a-short-week-in-reviewRead at 99d.substack.com (opens in a new tab)
27 Jul 2025
https://99d.substack.com/p/optionality-is-a-mind-virusRead at 99d.substack.com (opens in a new tab)
18 Jul 2025
https://99d.substack.com/p/so-whatRead at 99d.substack.com (opens in a new tab)
11 Jul 2025
https://99d.substack.com/p/even-cracked-kids-grow-upRead at 99d.substack.com (opens in a new tab)
4 Jul 2025
https://99d.substack.com/p/superdials-15m-series-aRead at 99d.substack.com (opens in a new tab)
27 Jun 2025
https://99d.substack.com/p/the-complexity-crisisRead at 99d.substack.com (opens in a new tab)
6 Jun 2025
https://99d.substack.com/p/you-dont-owe-your-investors-or-yourselfRead at 99d.substack.com (opens in a new tab)
31 May 2025
https://99d.substack.com/p/commitment-as-leverageRead at 99d.substack.com (opens in a new tab)
23 May 2025
https://99d.substack.com/p/getting-in-is-harder-than-gettingRead at 99d.substack.com (opens in a new tab)
16 May 2025
https://99d.substack.com/p/my-thesis-driven-guest-postRead at 99d.substack.com (opens in a new tab)
9 May 2025
https://99d.substack.com/p/there-are-only-two-stagesRead at 99d.substack.com (opens in a new tab)
2 May 2025
https://99d.substack.com/p/value-creation-and-value-captureRead at 99d.substack.com (opens in a new tab)
25 Apr 2025
https://99d.substack.com/p/vesting-schedules-should-be-longerRead at 99d.substack.com (opens in a new tab)
18 Apr 2025
https://99d.substack.com/p/revenue-comes-secondRead at 99d.substack.com (opens in a new tab)
11 Apr 2025
https://99d.substack.com/p/abundance-and-tariffsRead at 99d.substack.com (opens in a new tab)
4 Apr 2025
https://99d.substack.com/p/get-ready-to-pay-your-networkRead at 99d.substack.com (opens in a new tab)
28 Mar 2025
https://99d.substack.com/p/spend-the-moneyRead at 99d.substack.com (opens in a new tab)
21 Mar 2025
https://99d.substack.com/p/negotiating-and-alignmentRead at 99d.substack.com (opens in a new tab)
14 Mar 2025
https://99d.substack.com/p/legibility-and-liquidityRead at 99d.substack.com (opens in a new tab)
7 Mar 2025
https://99d.substack.com/p/a-cornucopia-of-takesRead at 99d.substack.com (opens in a new tab)
28 Feb 2025
https://99d.substack.com/p/our-smb-thesisRead at 99d.substack.com (opens in a new tab)
21 Feb 2025
https://99d.substack.com/p/our-creator-fundRead at 99d.substack.com (opens in a new tab)
14 Feb 2025
https://99d.substack.com/p/legible-and-illegible-riskRead at 99d.substack.com (opens in a new tab)
7 Feb 2025
https://99d.substack.com/p/a-dinner-to-save-new-yorkRead at 99d.substack.com (opens in a new tab)
31 Jan 2025
https://99d.substack.com/p/the-next-great-american-home-servicesRead at 99d.substack.com (opens in a new tab)
24 Jan 2025
https://99d.substack.com/p/the-hard-thing-about-hard-truthsRead at 99d.substack.com (opens in a new tab)
17 Jan 2025
https://99d.substack.com/p/what-have-you-done-for-me-latelyRead at 99d.substack.com (opens in a new tab)
10 Jan 2025
https://99d.substack.com/p/the-battle-for-new-york-abundanceRead at 99d.substack.com (opens in a new tab)
3 Jan 2025

2024

https://99d.substack.com/p/call-your-customers-or-call-yourRead at 99d.substack.com (opens in a new tab)
21 Dec 2024
https://99d.substack.com/p/pe-is-the-new-great-villainRead at 99d.substack.com (opens in a new tab)
13 Dec 2024
https://99d.substack.com/p/the-vc-x-pe-supercycleRead at 99d.substack.com (opens in a new tab)
6 Dec 2024
https://99d.substack.com/p/venture-is-a-weird-jobRead at 99d.substack.com (opens in a new tab)
29 Nov 2024
https://99d.substack.com/p/when-to-call-meRead at 99d.substack.com (opens in a new tab)
22 Nov 2024
https://99d.substack.com/p/an-abundance-agenda-for-nyRead at 99d.substack.com (opens in a new tab)
15 Nov 2024
https://99d.substack.com/p/some-notes-on-moatsRead at 99d.substack.com (opens in a new tab)
8 Nov 2024
https://99d.substack.com/p/seed-investors-should-buy-commonRead at 99d.substack.com (opens in a new tab)
1 Nov 2024
https://99d.substack.com/p/you-always-spend-the-moneyRead at 99d.substack.com (opens in a new tab)
25 Oct 2024
https://99d.substack.com/p/real-world-businessesRead at 99d.substack.com (opens in a new tab)
18 Oct 2024
https://99d.substack.com/p/why-i-love-pre-seedRead at 99d.substack.com (opens in a new tab)
11 Oct 2024
https://99d.substack.com/p/fix-first-conquer-laterRead at 99d.substack.com (opens in a new tab)
4 Oct 2024
https://99d.substack.com/p/how-many-ways-can-you-make-moneyRead at 99d.substack.com (opens in a new tab)
1 Oct 2024
https://99d.substack.com/p/flipping-from-sellers-agents-to-buyersRead at 99d.substack.com (opens in a new tab)
29 Sept 2024
https://99d.substack.com/p/customers-pay-much-more-for-servicesRead at 99d.substack.com (opens in a new tab)
24 Sept 2024
https://99d.substack.com/p/fragmentation-and-market-structureRead at 99d.substack.com (opens in a new tab)
11 Sept 2024
Older posts

172 posts from 99d.substack.com are held, newest first (corpus.blog, measured 15 October 2026).