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99% Derisible
Yoni Rechtman: making better mistakes.
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Our 2Q letter to LPs
August 21st, 2026
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99d.substack.com
What capital wants
August 14th, 2026
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99d.substack.com
No revenue is enough revenue
August 7th, 2026
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99d.substack.com
Exercise windows should be longer.
July 31st, 2026
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99d.substack.com
I'm rooting for open source
July 24th, 2026
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99d.substack.com
Back in the saddle
July 17th, 2026
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99d.substack.com
Betting on vision
June 26th, 2026
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99d.substack.com
Post agent companies
June 19th, 2026
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99d.substack.com
We had it coming
June 12th, 2026
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99d.substack.com
We're all short intelligence
June 5th, 2026
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99d.substack.com
Slow Takeoff: 2026
May 29th, 2026
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99d.substack.com
AI Accenture, Not Accenture for AI
May 22nd, 2026
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99d.substack.com
Take the dive
May 15th, 2026
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99d.substack.com
Slop vs taste
May 8th, 2026
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99d.substack.com
Don't wait for the AI shock
May 1st, 2026
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99d.substack.com
Agent networks
April 24th, 2026
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99d.substack.com
I Only Care About Terminal Value
April 17th, 2026
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99d.substack.com
Don't ask the group chat for permission
April 10th, 2026
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99d.substack.com
There will only be four jobs
April 3rd, 2026
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99d.substack.com
Life on autopilot
March 20th, 2026
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99d.substack.com
