David Kaye’s Essays
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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
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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
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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
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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
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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
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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
September 2024
How to sell games in the age of TikTok, ignoring trends and the perils of pedigree investing with Bertrand Vernizeau, Game Seer Venture…
An interview with rebel games investor, Bertrand Vernizeau of Game Seer Venture Partners.
Sep 2, 2024
•
David Kaye
and
Bertrand
6
1
52:50
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