Dylan's half-formed thoughts and musings
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Saying the quiet bit out loud
Between flights to Buenos Aires last week, I mostly consumed Taylor Lorenz’s excellent history of influencers (I think both it and Mark Bergen’s book…
Nov 18
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Dylan's half-formed thoughts and musings
Saying the quiet bit out loud
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Things happen: investing in Levellr and the Discord ecosystem
A surprising amount of what I’m currently doing is not public, which is historically unusual for me.
Nov 4
5
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Things happen: investing in Levellr and the Discord ecosystem
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October 2024
Roblox and the no-win continuum of kids digital design
The market seems to have more wisdom about kids digital platform design than Hindenburg Research.
Oct 14
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Roblox and the no-win continuum of kids digital design
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September 2024
Securing the bag
(Gimme the loot)
Sep 30
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Dylan's half-formed thoughts and musings
Securing the bag
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Scaling founder obsession (the F+1 problem)
Thinking about the events behind Paul Graham's post and MrBeast's onboarding materials.
Sep 16
4
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Dylan's half-formed thoughts and musings
Scaling founder obsession (the F+1 problem)
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Six questions to ask when looking at an early exit opportunity
When you either start a company or invest in one, there are a handful of ways to make money out of the whole thing. Generally speaking, the most likely…
Sep 3
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Six questions to ask when looking at an early exit opportunity
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August 2024
[Updated for H1 24] What are the current investment opportunities in the kids digital sector?
Incorporating a few new developments...
Aug 7
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Dylan's half-formed thoughts and musings
[Updated for H1 24] What are the current investment opportunities in the kids digital sector?
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Getting good at the wrong things
I quite often think about an Albert Johnson poem where he writes “I can see it inside your face, you’re in the wrong place”.
Aug 2
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Dylan's half-formed thoughts and musings
Getting good at the wrong things
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July 2024
What's your opportunity cost?
One of the few things that you can say about both building companies and investing that is consistently true is that most of your decisions won’t really…
Jul 9
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What's your opportunity cost?
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June 2024
The IPO fertility problem
Over the course of the last nine months or so (in the ‘what have you actually been doing with your life’ question which my mother routinely asks), I’ve…
Jun 24
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Dylan's half-formed thoughts and musings
The IPO fertility problem
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The oral history of Demonware and how it helped shape online gaming over the last decade
When Mitch Lasky and Blake Robbins dropped their Gamecraft podcast, it became an instantly essential piece of video games (and business) history. But I…
Jun 5
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The oral history of Demonware and how it helped shape online gaming over the last decade
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May 2024
The confusing AI signals continue
I’ve been living in Europe and doing business in the US for the last two decades.
May 27
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Dylan's half-formed thoughts and musings
The confusing AI signals continue
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