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Home
About
Portfolio
Startup Risk
Underwriting upside
Feb 28, 2024
•
Kevin Mahaffey
When Adoption Becomes Inevitable
How lasers inform AI timelines
Jan 8
•
Kevin Mahaffey
Defensibility: Applications
Part 7: Where bucks are born
Dec 12, 2024
•
Kevin Mahaffey
1
Defensibility: Power within the AI stack
Part 6: Hardware, hosting, models, and infrastructure
Nov 26, 2024
•
Kevin Mahaffey
Defensibility: Multi-wave markets
Part 5: When multiple stacks become viable in rapid succession, companies must “AND” or “OR”.
Nov 19, 2024
•
Kevin Mahaffey
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Recent posts
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Defensibility: Revolutions
Part 4: Disruption occurs when “critical" technology makes a new stack “viable”.
Nov 12, 2024
•
Kevin Mahaffey
Defensibility: Power
Part 3: "Execution power” is becoming more important than classical “structural power”
Nov 4, 2024
•
Kevin Mahaffey
Defensibility: Stacks
Part 2: Technology markets are organized around “stacks”
Oct 30, 2024
•
Kevin Mahaffey
Defensibility: Where will value accrue in AI?
Introduction: Why this time is different.
Oct 24, 2024
•
Kevin Mahaffey
Morality in Markets, Efficient Growth, and AI
Q1 2023 Letter
Jan 30, 2023
•
Kevin Mahaffey
Birth and Death
Q3 2022 Letter
Aug 9, 2022
•
Kevin Mahaffey
Accelerate or Brake?
Q1 2022 Letter
Jan 24, 2022
•
Kevin Mahaffey
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