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Forcing function: If the trade war was an audit, China just passed.
The trade war didn't create China's advantage, it just made it impossible to ignore.
Mar 26
•
Dax Hamman
Carta says the venture comeback is real, but the invitations are more scarce
Carta’s Q4 2025 data is the most honest picture we have of where startup funding actually went last year. And it makes a surprisingly strong case for…
Mar 23
•
Dax Hamman
Why I (& Disney) don’t believe in self-serve only
It's not our fault, but it is our problem...
Mar 20
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Dax Hamman
Services firms = the next $trillion company
Sequoia just named the model we’ve been building for two years.
Mar 13
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Dax Hamman
1
Analysts are saying "we are cooked" but human behavior has something to add.
The data shows what AI could theoretically do to your career. It says nothing about what humans will choose to hold onto, and that turns out to be the…
Mar 10
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Dax Hamman
1
Companies are reversing course on hiring graduates
AI gets all the blame for the lack of opportunities for graduates, but the companies now reversing course might be the most important hiring story…
Mar 3
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Dax Hamman
February 2026
Want to know what defines if AI will take your job?
Why the real threat to your career isn’t the one you’ve been told about, and what a 1960s economist nobody talks about can tell you about where your…
Feb 27
•
Dax Hamman
AI Bubble or Founders Playground?
Why founders who keep tinkering with these tools will be the ones left standing.
Feb 24
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Dax Hamman
1
Founders! Are you sure you need to do a priced round?
Bootstrapping, SAFE notes, and why I believe founders have better options than the path we were all told to follow.
Feb 16
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Dax Hamman
The hard part has changed (technology —> distribution)
Building technology has never been easier, but getting anyone to care about it has never been harder.
Feb 11
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Dax Hamman
Why Human Judgment Still Matters (Even with AI Everywhere)
When tech fixes everything but nobody picks up the phone, you start to miss the humans. Here’s what I’ve learned building a hybrid AI company.
Feb 9
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Dax Hamman
AI won’t kill SaaS, but it will expose the weak ones
And just like before, the real companies will survive
Feb 9
•
Dax Hamman
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