Dylan's half-formed thoughts and musings

Dylan's half-formed thoughts and musings

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Updating my 2024 mental models for building and investing

Some things to consider this week

Happy Mistakes Thanksgiving

Saying the quiet bit out loud

Things happen: investing in Levellr and the Discord ecosystem

Roblox and the no-win continuum of kids digital design

Securing the bag

Scaling founder obsession (the F+1 problem)

Six questions to ask when looking at an early exit opportunity

[Updated for H1 24] What are the current investment opportunities in the kids digital sector?

Getting good at the wrong things

What's your opportunity cost?

The IPO fertility problem

The oral history of Demonware and how it helped shape online gaming over the last decade

The confusing AI signals continue

The probability of being acquired (and who might buy you)

The continued importance of heretics

The fraud of product-market fit and addressable markets

Unstructured gaming spaces and startup randomness

Kidtech milestones, anti-VC VCs and other musings

Traps to avoid when you do another startup

What are the 2024 investment opportunities in the kids digital sector?

Some not popular thinking about brands and UGC gaming (and other things)

Thinking about for 2024 (and beyond): Demographics and destiny

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