Signalful

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

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

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

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