Dylan's half-formed thoughts and musings

The Altman Put

Are tokens the new economy stimulation tools?

Aug 27

1

July 2025

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

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

Jul 29

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

1

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

2

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

1

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

1

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

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

April 2025

When in doubt, just survive

Lessons from ancient downturns

Apr 15

2

March 2025

What is happening in video games right now?

Thoughts from GDC

Mar 25

3

1

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

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

1