Signalful

Tibo Sottiaux · OpenAI Free

Build for the Agent Majority

The head of ChatGPT and Codex says most builders are missing three things, starting with who will use their product. Mostly it won't be people.

Oct 4, 2026 · 4 min read

Walter Goodwin · Fractile Free

Memory Bandwidth Is the Next Scaling Law

Fractile bet on fast inference chips in 2022, before most people knew what inference meant. Walter Goodwin on why fast chatbots are faster horses.

Oct 4, 2026 · 4 min read

David Morehead · Baylor University Free

The Biggest Pile of Money

Baylor's endowment grew from $1.4 billion to $2.7 billion. Its CIO explains why a 15x venture fund can still lose to three ordinary ones.

Oct 4, 2026 · 5 min read

Joe Hudson · Art of Accomplishment Free

Feel the Thing You're Avoiding

Sam Altman's executive coach has never seen a venture-backed startup fail for lack of effort. He says the problem is usually something else.

Oct 4, 2026 · 5 min read

Negotiation · Tony Hawk Free

Let the Royalties Ride

Activision offered Tony Hawk $500,000 to give up his video game royalties. He turned it down, and it was the best deal he ever made.

Oct 4, 2026 · 4 min read

Jeremy Stern · Colossus Free

The Obligation to Your Gift

The editor of Colossus on how he picks profile subjects, and what writing about Zuckerberg and Palmer Luckey taught him about ambition.

Oct 4, 2026 · 4 min read

Danny Yeung · Prenetics Free

Everything Starts With the Product

IM8 hit $100 million in yearly sales 11 months after launch. AG1 took 10 years. Danny Yeung on building a brand with David Beckham.

Oct 4, 2026 · 4 min read

Cliff Weitzman · Speechify Free

Put a Hoop in Your House

Speechify bought its own GPUs because engineers renting compute were afraid to use it. Cliff Weitzman compares it to Michael Jordan's backyard hoop.

Oct 4, 2026 · 5 min read

Brian Chesky · Airbnb Free

Good Ideas Don't Die

Brian Chesky couldn't code when he arrived in Silicon Valley. Now he's rebuilding Airbnb as an AI app and explains why agents beat chatbots.

Oct 4, 2026 · 5 min read

David Rubenstein · The Carlyle Group Free

Something Bad Can Happen Every Day

David Rubenstein started Carlyle at 37 because he read that people who haven't started a company by then never will. It now manages $500 billion.

Oct 4, 2026 · 5 min read

Forrest Li · Sea Free

Bottom-Up, One Market at a Time

Before Sea made money on games, a new engineer spent his days driving prepaid cards to every internet cafe in Singapore.

Oct 3, 2026 · 5 min read

Luca Ferrari · Bending Spoons Free

Build the Greatest Cathedral

At his first startup, Luca Ferrari's best engineer did 10 times the median's work and was one of the least experienced people there. Bending Spoons hires for that.

Oct 3, 2026 · 4 min read