Hi, I'm Santosh.

Several AI-generated decks hit my inbox today and I passed on all of them. Founders should use AI, but the pitch that earns a meeting is still the CEO's job.

Nvidia just paid $12.9B for a company doing $150M in revenue. The math only makes sense if you stop thinking about data and domain expertise and start thinking about distribution.

Founders are being told to only send investor updates when they're winning. That's bad advice and AI makes it easier to ignore it.

Two weeks into Carry On: what we've learned about tighter episodes, real disagreement, and building in public.

This is what systemic risk looks like before it becomes a crisis. Not a single catastrophic event. A local shock that propagates