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Feld Thoughts

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Recent content on Feld Thoughts

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New Zealand, Colorado, and a Lunch in Boulder

3 Oct 2026

I've fallen in love with New Zealand. On October 16, NZ investors and advisors are coming to Boulder for an Active Investor Plus roadshow lunch.

I'm So Confused: Are We Going Faster, Or Slower, Or Just Faking Everyone Out

28 Sep 2026

Two weeks after everyone agreed to pace the frontier, the labs shipped again and my feed filled with agent-escape chatter. I'm confused.

The Real Luxuries In Life

5 Sep 2026

Labor Day weekend has always been the back to school marker for me. I'm 60, closing in on 61, and thinking a lot more about what I actually care about. Amy texted me a list yesterday.

Overwatch: One Home Automation Dashboard to Rule Them All

4 Sep 2026

Our home automation vendor's answer to a broken shade app was to replace the whole system. I decided that was bullshit and spent a Sunday building Overwatch instead - one web app for multiple houses,

The Argument Against AI Writing Is At Least 2,400 Years Old

9 Aug 2026

Bret Stephens says never write with AI. Reid Hoffman says judge the work, not the tool. I'm with Reid, and the argument Stephens is making has been made about every writing technology we've ever

What the Actual Fuck, Carl

26 Jul 2026

I finished book eight of Dungeon Crawler Carl. It took me eight months to get through the series and I savored every one of them. Matt Dinniman is doing something extraordinary.

Zero Knowledge: Twenty Chapters In

24 Jul 2026

A month ago I opened up Zero Knowledge, the crypto-thriller I'm co-writing with my AI. There are twenty chapters now, a cast page, a plate for every chapter, and a pile of reader notes I'm grateful

Read Zero Knowledge As I Write It

19 Jun 2026

Zero Knowledge, the crypto-thriller I'm co-writing with my AI, now has a home at zeroknowledge.ink. Six chapters are live, you can mark up any sentence, and the whole thing is being built in the open.

RIP Josh Baer

17 Jun 2026

Josh Baer, the founder and CEO of Capital Factory and the godfather of Austin's startup scene, died last night in a plane crash. He was my friend and I'm sad today.

Does the Rule of 40 Work for Hardware?

15 Jun 2026

I've written about the Rule of 40 since 2015, and it's now gospel in SaaS. Does it mean anything for a company that makes physical things? Yes - but you have to read the curve, not the snapshot.

Writing a Novel with Phin Argofy

14 Jun 2026

I've written nine non-fiction books and have no idea if I can write a novel. I'm trying anyway: a crypto-thriller called Zero Knowledge, co-written with my AI, Phin Argofy.

Phil Weiser For Colorado Governor

8 Jun 2026

I'm good friends with Phil Weiser and Michael Bennet, and I think the world of both. Colorado wins either way. Here's why I think Phil is the right fit for the next four years.

The Premise: The Lead User and the Machines That Build Machines

29 May 2026

Eric von Hippel taught me that innovation comes from users, not manufacturers. My premise: all future end-user software innovation will come from the user, and the machines will build it.

It's Summertime

25 May 2026

A summer weekend in Aspen - close friends, a gloriously bad movie, running again, and Phin Argofy quietly going autonomous in the work cave.

How to Rule the World

22 May 2026

I read Theo Baker's How to Rule the World in the last 24 hours. It works on a lot of levels at once - memoir, investigation, a study in how power dismisses inconvenient reporting, and a master class

The Cognitive Sport of Building Startups

15 May 2026

Meru Health launched Advanced this month - the first integrated mental and physical health program built for founders. Why it matters, and why I invested.

Burn Bright, Not Out

1 May 2026

For the month of May, I'm matching donations to the Kabila Founder Mental Health Fund. Plus a free chapter from a new book on founder mental health in tech startups.

The River

28 Apr 2026

After 5 million years, the Colorado River fights to survive — and an unlikely ensemble of people across the basin must defend their way of life while reckoning with the choices that brought it to

Give First, Build Right with Eric Ries

20 Apr 2026

On April 29 at 10am PT, Eric Ries and I are doing a free fireside chat for startup communities. We're going to talk about the lessons we've learned as founders, investors, and advisors - and the

I Built a Plugin Because Anthropic Won't Stop Shipping

29 Mar 2026

Claude Code ships updates daily. My config breaks weekly. So I wrote a plugin that cross-references release notes against my setup.

Nothing New to See Here

27 Mar 2026

A founder told me seasoned engineers keep saying AI-built software is not possible. I've heard this exact story before - about the Internet, the Web, SaaS, and mobile.

Opt-Out Is Not Consent

26 Mar 2026

GitHub announced they'll use Copilot interaction data to train AI models by default. The right answer is opt-in. Microsoft can afford to ask.