Signalful

Stefano Ermon · Inception Free

The Parallel Model Wins at Inference

Today's chatbots write one word at a time. Stanford's Stefano Ermon is betting the next generation writes them all at once.

Oct 3, 2026 · 4 min read

Zach Dell · Base Power Free

The Grid Is Too Small

US power demand grew about 2% a year for two decades. Zach Dell expects it to approach 10%, and he's putting batteries in homes to meet it.

Oct 3, 2026 · 4 min read

Peter Rahal · David Protein Free

If You Have to Call Someone to Fix the Product, You're Done

Peter Rahal sold RXBAR for $600 million, got bored investing, and came back with David Protein. Here is what he does differently the second time.

Oct 3, 2026 · 4 min read

Mati Staniszewski · ElevenLabs Free

Only Build Where Audio Is the Bottleneck

ElevenLabs started because Polish TV still dubs every foreign film with one flat voice reading all the parts.

Oct 3, 2026 · 4 min read

Ronnie Fieg · Kith Free

Passionate About 100% of It

Ronnie Fieg went from 13-year-old stock boy to running Kith, which now releases more than 5,000 styles a year with no wholesale and no licensing.

Oct 3, 2026 · 5 min read

Michael Lee · Sequence Holdings Free

Buy the Incumbent, Then Refound It

Michael Lee left Lone Pine to buy established companies and rebuild them around AI. He does about one deal a year.

Oct 3, 2026 · 4 min read

Brian Armstrong · Coinbase Free

Bank the AIs

76% of the AI agent payments Coinbase sees are under 30 cents, less than a card's minimum fee. Brian Armstrong wants to give agents their own bank accounts.

Oct 3, 2026 · 4 min read

Alexander Taubman · Long Lake Free

Buy the Business, Then Earn the Adoption

Long Lake bought nearly 40 service businesses in three years, then agreed to take Amex Global Business Travel private for $6.3 billion.

Oct 3, 2026 · 5 min read

Molly Graham · Glue Club Free

Keep Some Legos From the Interns

For 13 years Molly Graham told people to give their work away as companies grow. AI changed her advice, and she explains how.

Oct 2, 2026 · 4 min read

Paul Graham · Y Combinator Free

Most of Starting a Startup Is Always the Same

After 21 years of YC, Paul Graham says almost nothing about winning founders has changed. The one new expense is tokens.

Oct 2, 2026 · 5 min read

Noah Shinn · Instinct Free

Software Collapses Into One Text Thread

Instinct has no app, just a phone number and an email address. It's growing 10% a day and already handles $1 billion a year in purchases.

Oct 2, 2026 · 5 min read

Adam Neumann · WeWork Free

The Company Outgrew Its Founder

Adam Neumann says WeWork started to fall apart on one walk down 54th Street, minutes after Masayoshi Son wrote $4.2 billion on an iPad.

Oct 2, 2026 · 5 min read