Crowded Out

Prediction Markets' Insider Trading Problem

Feb 22 • Dylan Reider

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The Great SaaS Crash of 2026

Software's Two Futures and What Comes Next

Feb 6 • Dylan Reider

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2026 Predictions Pod with Dylan Reider and Alex Zukin

Earlier this year I published my annual predictions on AI, software, and the economy.

Feb 3 • Dylan Reider

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2

38:34

January 2026

10 Themes for 2026

Predictions on AI, software, and the economy

Jan 13 • Dylan Reider

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December 2025

Playbook: How to announce a funding round

An operating manual for turning fundraising announcements into momentum

Dec 7, 2025 • Dylan Reider

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November 2025

Still Doubting Europe? Go to Hel

3 days in Helsinki at Europe's biggest tech conference

Nov 24, 2025 • Dylan Reider

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Compounding Belief

How founder cults become competitive advantage

Nov 2, 2025 • Dylan Reider

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September 2025

What is a prediction market?

Polymarket, Kalshi, and the price of the future

Sep 7, 2025 • Dylan Reider

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1

August 2025

Netskope's S-1 Breakdown

A scaled security & networking leader

Aug 26, 2025 • Dylan Reider

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Vibe Shifts

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

Aug 17, 2025 • Dylan Reider

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Riding S-Curves

How AI is changing Series A outcomes in 2025

Aug 9, 2025 • Dylan Reider

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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, 2025 • Dylan Reider

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