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Snailmail by Slow Ventures
The Only VC That Will Tell You Like It Is.
Latest Thoughts
Jun 14, 2026
5 min read
AI Is Not The Opportunity, The Economic Disruption AI Creates Is The Opportunity.
The thing I’m always trying to separate is whether someone has discovered an arbitrage or built a business. The most valuable companies tend to be the ones that own the mechanism that generates the economics, not just the ones that happen to benefit from it for a short period of time
May 24, 2026
4 min read
Most AI Service Companies Are Building The Wrong Thing
Plus Sam’s new X playbook, and Slow merch that says the industry's uncomfortable truths out loud.
May 10, 2026
5 min read
How to Price Out-Of-The-Money Seed Investment
At seed, you are evaluating two separate things at once: (1) is this a real business with a path to a real outcome, and (2) given how wild the next decade looks, what is the chance this thing becomes something nobody can imagine today.