Infinite Runway

Compounding Belief

How founder cults become competitive advantage

Nov 2 • 

Dylan Reider

1

1

September 2025

What is a prediction market?

Polymarket, Kalshi, and the price of the future

Sep 7 • 

Dylan Reider

2

1

August 2025

Netskope's S-1 Breakdown

A scaled security & networking leader

Aug 26 • 

Dylan Reider

1

1

Vibe Shifts

How growing skepticism of AI can ripple into markets, and why I’m still optimistic

Aug 17 • 

Dylan Reider

11

1

Riding S-Curves

How AI is changing Series A outcomes in 2025

Aug 9 • 

Dylan Reider

4

1

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

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