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Vibe Shifts
How growing skepticism of AI can ripple into markets, and why I’m still optimistic
Aug 17
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Dylan Reider
8
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Vibe Shifts
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Riding S-Curves
How AI is changing Series A outcomes in 2025
Aug 9
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Dylan Reider
3
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Riding S-Curves
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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
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Dylan Reider
4
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Outsiders, Insiders, and Founders in the AI era
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1
The Rise of the IP Licensing Deal
Google’s Windsurf deal and the new M&A playbook reshaping tech
Jul 14
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Dylan Reider
3
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The Rise of the IP Licensing Deal
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Figma's S-1 Breakdown
The creative suite for the AI era
Jul 2
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Dylan Reider
2
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Figma's S-1 Breakdown
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June 2025
Notes from London
Reflecting on five big AI ideas from my conversations in London
Jun 29
•
Dylan Reider
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Notes from London
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Raising the Bar
How ChatGPT is reshaping what users expect from software
Jun 22
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Dylan Reider
4
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Raising the Bar
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Building Castles in Code
Why software moats will endure in the AI era, and what it means for startups
Jun 15
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Dylan Reider
4
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Building Castles in Code
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