David Kaye’s Essays

Why the best products tell most people to f*** off

The counterintuitive math of building for your haters.

Sep 8 • 

David Kaye

14

Beyond the slop cannon

An atmospheric physicist posts a careful thread about uncertainty bands in Arctic ice models.

Sep 3 • 

David Kaye

12

1

July 2025

What Superhuman's exit tells us about venture math and the power of distribution

First things first - I'm a huge fan of Superhuman and I don’t think this exit was a bad outcome.

Jul 1 • 

David Kaye

6

June 2025

AI breaks everything except trust

Why trust is the new oil.

Jun 26 • 

David Kaye

7

2

April 2025

The venture deadpool in games

The most recent GameCraft episode with Mitch Lasky and Blake Robbins should be required listening for anyone in games.

Apr 30 • 

David Kaye

9

3 ways being a founder made me a worse VC

Thoughts from a man outside the arena.

Apr 15 • 

David Kaye

6

3

AI's new primitives

How the next breakout consumer technology companies might emerge.

Apr 8 • 

David Kaye

7

December 2024

How I stopped worrying and learned to love the brainrot

Building for fragmented attention in the age of AI.

Dec 17, 2024 • 

David Kaye

9

1

The End of Traditional Seed Investing | Charles Hudson, Precursor Ventures

Why multi-stage firms are here to stay, finding alpha in non-obvious founders, and the power of giving your team real money to invest.

Dec 10, 2024 • 

David Kaye

 and 

Charles Hudson

8

1

1:25:20

November 2024

What Hollywood Gets Wrong About Gaming | Simon Pulman, Pryor Cashman

A spicy conversation with Simon Pulman, entertainment lawyer and gamer.

Nov 25, 2024 • 

David Kaye

1

52:55

How turning $35,000 into $8M inspired this founder's next startup

An interview with Kevin Xu, founder and CEO of AfterHour.

Nov 11, 2024 • 

David Kaye

3

31:46

October 2024

How to tell a story that sells your startup to investors

An interview with Siqi Chen, veteran founder and 400x angel investor.

Oct 27, 2024 • 

David Kaye

11

1

36:22