Palantir Was Right; Tech + Service = Ai Adoption

Canals are a better metaphor for modern defensibility than moats.

The next great moats may not look like walls at all.

Moats are dead. Long live canals.

Moats protected kingdoms. Canals created civilizations.

Palantir Was Right; Tech + Service = Ai Adoption

Canals are a better metaphor for modern defensibility than moats.

The next great moats may not look like walls at all.

Moats are dead. Long live canals.

Moats protected kingdoms. Canals created civilizations.

OpenAI just made its Instagram/YouTube type acquisition

And it fits exactly with where they are heading.

📊 The 2025 IPO Reality Check

A ValueAddVC Deep Dive

I Wrote A Book; The Value-Add VC Handbook!

A practical guide to understanding how venture capital actually works in the AI age

VC vs PE Performance: The Data Beneath the Narrative

Performance has stabilized, but liquidity has not fully returned.

The Era of Valuation Compression

How 71 public tech companies went from peak ZIRP multiples