Dylan's half-formed thoughts and musings
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The Altman Put
Are tokens the new economy stimulation tools?
8 hrs ago
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Dylan's half-formed thoughts and musings
The Altman Put
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July 2025
How the next five years of AI plays out for Gen Z
(and probably a bunch of Millennials too...)
Jul 29
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Dylan's half-formed thoughts and musings
How the next five years of AI plays out for Gen Z
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AI investing can be surprisingly unprofitable even when you're correct
The path to liquidity is paved with weird licenses and dividends
Jul 14
1
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AI investing can be surprisingly unprofitable even when you're correct
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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
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The AI impact on Gen Z is going to be profound (and painful)
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ARR, IRR and other kinds of fraud
It has been equal parts amusing and slightly worrying to see the wide-eyed reactions of many founders at the alleged round-tripping fraud that may have…
Jun 2
1
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ARR, IRR and other kinds of fraud
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May 2025
Steam and the attention model for games
The latest saga in people trying to give all their money to the video games industry
May 27
1
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Steam and the attention model for games
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Joining the board of Modern Times Group (MTG)
I’m very pleased to be joining the board of Modern Times Group (STO: MTG-B) who I feel are one of the most interesting mobile games publishers in the…
May 19
1
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Joining the board of Modern Times Group (MTG)
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2015 v 2025: a founder's perspective
Hector and James over at Riding Unicorns (I suspect they didn’t entirely test that title with an Irish audience) invited me on to their show a little…
May 6
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2015 v 2025: a founder's perspective
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April 2025
When in doubt, just survive
Lessons from ancient downturns
Apr 15
2
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Dylan's half-formed thoughts and musings
When in doubt, just survive
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March 2025
What is happening in video games right now?
Thoughts from GDC
Mar 25
3
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What is happening in video games right now?
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Vibe coding and playable memes
I originally missed Andrej Karpathy’s description of vibe coding, which is a term I like enormously (not least because it describes how I write these…
Mar 11
3
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Vibe coding and playable memes
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Generational clustering
Over the weekend I listened to Gary Fox’s interview with Sean Blanchfield, who co-founded Demonware with me many years back and who is now building…
Mar 3
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Dylan's half-formed thoughts and musings
Generational clustering
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