
charley
711 posts


@uselegion @rex_woodbury Including @jpatrickgarry (Garry Elevator) will age well. Think folks in his universe know to find him tho
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Emerging managers worth watching in 2026.
Newer funds, still small enough to move fast and take the meeting:
1. Rex Woodbury (@rex_woodbury): Daybreak Ventures. Writes the Digital Native newsletter, left Index to raise his own fund. First checks into consumer and AI.
2. Alana Goyal (@alanaagoyal): basecase capital. Backs deeply technical founders before there's even a company. Early into Supabase, Vercel and Browserbase.
3. Michelle Volz (@MichelleVolz): Pax Ventures. Spent years on a16z's American Dynamism team, now runs her own $50M fund. Pre-seed defense, aerospace and nuclear.
4. Rex Salisbury (@rexsalisbury): Cambrian Ventures. Built a16z's fintech practice, now runs a solo fund and a 1,500 person fintech founder community. All fintech, all pre-seed.
5. Maria Rotilu (@mariarotilu): OpenseedVC. Ex-Octopus, now writing first checks into operator-led startups across Europe and Africa.
6. Sarah Drinkwater (@sarahdrinkwater): Common Magic. Ran Google's Campus London. Backs companies where community is the moat.
7. Mike Annunziata (@nunzi46): Also Capital. Pre-seed hard tech. Was into Varda Space, Radiant Nuclear and K2 Space before most people would touch that stuff.
8. Carles Reina (@Carles_Reina): Baobab Ventures. Was the first investor in ElevenLabs. Now backs AI, robotics and defense founders out of his own fund.
9. Ryan Hoover (@rrhoover): Weekend Fund. Founder of Product Hunt. Small early checks into consumer, AI and creator tools.
10. Todd Goldberg (@toddgoldberg) and Rahul Vohra (@rahulvohra) Todd and Rahul's Angel Fund. Rahul runs Superhuman. Together they've backed 120+ startups including Mercury and Supabase.
11. Sheel Mohnot (@pitdesi): Better Tomorrow Ventures. A whole team of ex-fintech founders backing nothing but fintech.
12. Jeff Morris Jr (@jmj): Chapter One. Ex-Tinder product lead. Backs product-obsessed founders in consumer and crypto.
13. Neil Murray (@neilswmurray): Nordic Web Ventures. Wrote the first check into Lovable before it was a unicorn. Very early, Nordic, AI-native.
13. Nathan Benaich (@nathanbenaich): Air Street Capital. Writes the State of AI Report. AI-first, earliest checks, Europe and the US.
14. Jenny Fielding (@jefielding): Everywhere Ventures. Ex-Techstars. Tiny first checks into pre-seed companies all over the world.
Who did we miss? Tag them below.
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@TheStalwart @DKThomp He is so great. Everything he writes makes me say I wanna work with that guy.
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BTW, the entire Cembalest piece is fantastic, including several pages on AI, and you have to be incredibly impressed, as always, by the degree to which he does his homework on whatever market he's talking about.

Joe Weisenthal@TheStalwart
New Michael Cembalest report about the ongoing dominance of US financial assets assets.jpmprivatebank.com/content/dam/jp…
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charley retweetledi

@jaesmail The structure of the modern, mainstream internet has killed agency in a lot of people our age. Going to take a lot of imagination to recover.
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i think that agency can be cultivated and figuring out how to do that at scale is the defining problem of our time
Jon Wu@jonwu_
the older i get the more pilled i am on the innateness of human agency if effort were the limiting factor to making things, you'd think claude code would trigger mass entrepreneurship but no the people who always shipped continue to ship the people who never did, still don't
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Yesterday was @Havelock_AI's biggest day ever.
Made some tweaks to the scoring system, because we were getting too many extreme scores, though still a lot of work to do. Anyway, HavelockAI v0.02 is currently live.
Before publishing anything today, see your Havelock Score.



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@michael_nielsen Chardin’s Phenomenon of man places us in evolution pretty loudly. But it may be more “zoomed out” than you’re looking for
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I am reading Charles Taylor's (absolutely marvellous) "A Secular Age". It encompasses a wide range of different ways of thinking about why human beings are here, what our obligations are, how our sense of morality has changed, and so on
One lack in the book is that it doesn't take seriously the idea that humans are animals, and our feelings and thinking must be understood in that light
I'm considering rereading Taylor in tandem with something that very forcefully (but sensibly) makes the case for human-experience-only-makes-sense-in-the-light-of-evolution. Leading candidates are Darwin's "The Descent of Man" and E. O. Wilson's "Sociobiology". Or maybe something by Trivers or someone like that?
A problem with a lot of evolutionary psych writing is it's pretty darn shallow by comparison to Taylor - I want something with the same sense of depth, to put in argument with Taylor.
Anything likely to fit the bill?
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@jacksondahl @DialecticPod The roster has been a lot of fun. The more esoteric the better. Congrats on year one
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One year ago today I launched an experiment: a long, open-ended, deep dive conversation show based on a premise: I'm enamored with people who make things and love getting to know them by way of their ideas.
More to come soon, but some reflections on @DialecticPod's anniversary:
I'd long imagined doing something like this but figured it was too crowded. It wasn't worth doing without a more coherent strategy. It wouldn't stand out in a crowded media and podcast landscape.
Fortunately, @ettinger, @BrennerSpear, and a few others pushed me to stop thinking about what the seed would look like in theory and instead plant it in soil. @phokarlsson says "make contact with reality." Just do an interview and release it.
It turns out if you'd had a list in your phone for years of people you'd want to interview if you had a podcast someday, maybe you already know what you need to do.
So I started and committed to doing 21 episodes, or the amount that some business insider article says puts you in the top 1% of podcasts. Silly but a real, serious goal.
I quickly realized that it was easy for me to care a lot about this, and the fact that every episode is a new person to briefly obsess over makes it easy for me to *keep* caring a lot about it.
Since then, I've been fortunate to be reminded that as @FoundersPodcast says, there's always room for great. And that if you can find something that's easy for you to care a lot about, maybe you have a shot at approaching great. It's still early, but I feel lucky that my conversations have resonated with a lot of people, and more importantly, people I admire.
And I've been reminded how much I truly love, to use my guest @cyantist's words, collecting rare minds.
I wrote a personal mission statement on a whim a few years ago: "help people be true to themselves."
I think I am doing that in a very small way by talking to special people about what makes their eyes light up. By trying to see if I can make them shine just a little brighter than usual.
I feel especially proud that one of the dominant emergent themes of Dialectic is that we only get so many things to care about, and choosing what you will care deeply about is the antidote to many of modernity's challenges and certainly a core part of a meaningful life (h/t @nabeelqu).
I'm proud to put a lot of care on display by way of the people I curate.
There are many more lessons and much more I could say, and I'm so excited about what year 2 of Dialectic holds. Slow, rapid iteration is a magical thing (as I just got to discuss first hand with @johncoogan @jordihays). I hope to do much more of that.
But for now I will leave you with this. Everything is possible. You have more potential than you can possibly know. It is not too late. You don't need more plans. You don't need more time. Tomorrow isn't real. You have what you need. You were built for this. Go make something that is easy for you to care about. Try it, experiment, launch and get feedback, feel the material in your hands and notice when aliveness arises within you. You don't need permission, you just need a little belief. Launch. Pull the thread and see what magical things you find. An infinite horizon awaits.
And soon you will find yourself asking:
How lucky are we?
Jackson Dahl@jacksondahl
I'm excited to announce @DialecticPod, an interview podcast with the sharpest, most creative, and original people I know. I like to spar with people on their ideas and push them deeper. Ultimately, to understand what makes them themselves. Ep.1 with @jxnlco is out now.
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Stewart Brand is a rare breed. His m.o. for decades has been getting to the future before the rest of us, particularly with the internet.
These days he's focused on maintenance, and today you can preorder his newest work, The Maintenance of Everything: press.stripe.com/maintenance-pa…

Tamara Winter@tamarawinter
😌
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