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Between the Lines

Aug 17, 2026
The Least-Understood Company in Silicon Valley
Aug 4, 2026
The road not traveled for Airtable
originally published on: x.com ↗
Jul 21, 2026
Investing is a team sport
originally published on: lnkd.in ↗
May 13, 2026
On $10B+ rounds, SPVs, and Anthropic's bulletin
originally published on: x.com ↗
May 5, 2026
An Anthropic Story - Part 2
originally published on: lnkd.in ↗
Feb 26, 2026
The heat-death of SaaS
originally published on: blog.hari.ooo ↗
Oct 24, 2025
Catalyst, Compound, and Composite Startups
originally published on: blog.hari.ooo ↗
Jan 8, 2024
Carta's Conundrum
originally published on: blog.hari.ooo ↗
Jul 18, 2022
The Weighing Machine: a better way to value companies
originally published on: blog.hari.ooo ↗
A SpaceX story
In defense of carry
An Anthropic Story - Part 3
A poorly-run SPV cheapens every company’s stock
originally published on: lnkd.in ↗
SpaceX SPVs and misaligned expectations
An Anthropic Story - Part 1
originally published on: lnkd.in ↗
An Anthropic and Anduril Story - Part 4
What Airtable teaches us about hedging risk
Cerebras Investment Memo (Feb 2026)

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