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What is a prediction market?
Polymarket, Kalshi, and the price of the future
Sep 7
•
Dylan Reider
2
August 2025
Netskope's S-1 Breakdown
A scaled security & networking leader
Aug 26
•
Dylan Reider
1
Welcoming new subscribers
Thank you for being here
Aug 24
•
Dylan Reider
2
Vibe Shifts
How growing skepticism of AI can ripple into markets, and why I’m still optimistic
Aug 17
•
Dylan Reider
11
Riding S-Curves
How AI is changing Series A outcomes in 2025
Aug 9
•
Dylan Reider
4
July 2025
Outsiders, Insiders, and Founders in the AI era
What SaaS Founder Backgrounds Tell Us About Building Companies in the AI Era
Jul 20
•
Dylan Reider
4
1
The Rise of the IP Licensing Deal
Google’s Windsurf deal and the new M&A playbook reshaping tech
Jul 14
•
Dylan Reider
3
Figma's S-1 Breakdown
The creative suite for the AI era
Jul 2
•
Dylan Reider
2
June 2025
Notes from London
Reflecting on five big AI ideas from my conversations in London
Jun 29
•
Dylan Reider
Raising the Bar
How ChatGPT is reshaping what users expect from software
Jun 22
•
Dylan Reider
4
Building Castles in Code
Why software moats will endure in the AI era, and what it means for startups
Jun 15
•
Dylan Reider
5
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