The Case for Investing in Lending AI Tools

May 14, 2026

Housing is a Supply Problem. How can Tech Help?

May 07, 2026

We Need More Found-Money Platforms

April 30, 2026

The Games We Play: Venture as Two Separate Asset Classes

April 23, 2026

Compute in the Age of AI

April 16, 2026

Systems of Measurement in the Token Economy

April 09, 2026

Brick-and-Mortar Retail: The Next Bastion for Technology

April 02, 2026

The Rise of Business-in-a-Box

March 26, 2026

Training AI Where Data Doesn’t Exist

March 19, 2026

Healthcare’s $350 Billion Administrative Tax

March 12, 2026

The Next Era of “Embedded”

March 05, 2026

The Molecule Machine: How AI Is Rewriting the Economics of Drug Discovery

February 26, 2026

Thinking Big vs. Thinking Small

February 19, 2026

Various Musings

February 12, 2026

AI's Impact on Manufacturing Variance

February 05, 2026

As Growth VCs Fight for Top of Market Access, Where do Early-Stage Companies Fit In?

January 29, 2026

The New Implementation Economy

January 22, 2026

A Year of Global Trade in Review

January 15, 2026

AI and the Next Generation of Systems of Record

January 08, 2026

The Infrastructure-Distribution-Data-Flywheel

December 23, 2025

The Societal Shifts Driving Increased Investment into Longevity

December 18, 2025

The Software Investment Required to Facilitate Energy Efficiency

December 11, 2025

The Powerful, Behind-the-Scenes Impact of AI in Financial Services

December 04, 2025

The Agricultural Backbone that Powers Thanksgiving

November 26, 2025

America's New "Physical Software" Layer

November 20, 2025

Agentic Browser Automation: The Next AI Core Competency

November 13, 2025

Aging In Place: The New Norm

November 06, 2025

Energy Independence: America’s Next Great Infrastructure Build

October 30, 2025

Robots' Role in the Future of American Manufacturing

October 23, 2025

Stablecoins at Scale

October 16, 2025

Welcome to David's Substack

October 15, 2025