Dylan's half-formed thoughts and musings

My 2025 Investing Letter

How I'm thinking about the world

Jan 12

2

1

Two non-obvious AI milestones I’m tracking

Trying not to stare directly at the sun

Jan 7

3

1

My 2025 reading/listening recommendations

Content suggestions to enhance your understanding of the world

Jan 2

2

2

Creative thinking is an edge

The ability to think a bit differently is quite underrated. Especially in AI.

Jan 1

1

December 2025

November 2025

Navigating bubbles

Or do we simply mean capitalism?

Nov 24, 2025

2

October 2025

Building Better Boards

How is your BBB rating?

Oct 20, 2025

3

September 2025

Un-retiring (1/2)

A post about the post

Sep 23, 2025

4

August 2025

The Altman Put

Are tokens the new economy stimulation tools?

Aug 27, 2025

2

1

July 2025

How the next five years of AI plays out for Gen Z

(and probably a bunch of Millennials too...)

Jul 29, 2025

1

AI investing can be surprisingly unprofitable even when you're correct

The path to liquidity is paved with weird licenses and dividends

Jul 14, 2025

2

1

June 2025

The AI impact on Gen Z is going to be profound (and painful)

The number of parents expressing surprise to me that their recently graduated children can’t find jobs has become a persistent trend.

Jun 23, 2025

2