Human Ingenuity as the Scaling Limit
Apple’s Illusion of Thinking reminds us that transformers may asymptote to human ability and that may be enough to transform the world.
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Most founders ask for a brand formula. The smart ones ask for a feeling.
At Collective Future, Red Antler’s JB Osborne explained why vibes are the key to ROI in the age of AI.
What Should Our Kids Actually Learn?
The career ladder is breaking. The new edge: critical thinking, systems fluency, second-order reasoning, and the ability to orchestrate.
Taste is the Moat
The rarest skill isn’t building fast anymore—it’s knowing what’s worth building.
The Death of the Endless Aisle: Why the Future of Retail Is Curated, Not Crowded
For the last decade, the “endless aisle” was the mantra of every omnichannel retailer — infinite options, ultimate convenience, and unlimited scroll. But choice is no longer empowering. It’s paralyzing.
The Many Incentives of VCs
When I started in VC, there was one incentive — capitalize startups, help founders build their businesses, and bring in additional capital (when necessary). Hopefully, if the stars aligned, the funds delivered outsized financial returns for the risk, ideally 3X or more, to their LPs. This model was a relatively well-tested formula for venture-backed startups — provide enough capital to the company (but not too much) and maximize its chances for a healthy return, hopefully in less than ten years.