Writing
VC Notes
A place for me to think through venture capital, startups, investing, and the questions I find interesting.
I’m using this section to learn in public, organize ideas, and build my own understanding over time. These notes are exploratory and should not be taken as investment advice.
May 4, 2026
The Pipe Matters More Than the Models
Featherless’s $20M Series A is less about inference APIs and more about whether a neutral infrastructure layer can exist between open-source models and enterprise deployment. The real bet is on control, not cost.
April 25, 2026
Slate Raises $650M, But the Truck Isn't the Point
A note on Slate Auto’s latest raise, the real platform thesis behind the company, and the manufacturing and conversion risks that matter more than the truck itself.