Thanks to the generous sharing of my last post, Vibe Shifts, from some great friends, I’ve had some new subscribers to Infinite Runway over the last week - thank you for joining!
My goal with Infinite Runway is to explore ideas, share my perspective on the market, discuss new developments in tech, and provide an investor’s perspective on what’s happening in the startup world.
If you work in the software industry as a founder, investor, employee, or just enjoy learning about startups, this blog is for you.
Tomorrow, I’m going to publish a breakdown of Netskope’s S-1. Netskope is a cybersecurity leader that just filed their S-1, meaning they intend to go public soon. The metrics are solid, and having another IPO on the heels of Figma is great for the tech industry and economy more broadly - go Netskope!
In the meantime, highlighting some recent posts for new subscribers:
Building Castles in Code: Why software moats will endure in the AI era, and what it means for startups
Raising the Bar: How ChatGPT is reshaping what users expect from software
Rise of the IP Licensing Deal: Google’s Windsurf deal and the new M&A playbook reshaping tech
Outsiders, Insiders, and Founders in the AI era: What SaaS Founder Backgrounds Tell Us About Building Companies in the AI Era
Riding S-Curves: How AI is changing Series A outcomes in 2025
Vibe Shifts: How growing skepticism of AI can ripple into markets, and why I’m still optimistic
Notes from London: Reflecting on five big AI ideas from my conversations this summer with London’s leading AI researchers & engineers
Figma’s S-1 Breakdown: The creative suite for the AI era