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Kalshi, FAFOnomics, and the Financialization of Everything
Oct 1 • 
Rex Woodbury

September 2025

Daybreak: The Two-Year Update
Reflections on Sourcing, Picking, Winning, and Partnering
Sep 24 • 
Rex Woodbury
Lessons from Sci-Fi
Three Examples of Sci-Fi Predicting Startup Innovation
Sep 17 • 
Rex Woodbury
Make America Healthy Again
With Silicon Valley, Not RFK Jr.
Sep 10 • 
Rex Woodbury
How to Productize AI Anxiety
Navigating Around Anxiety and FOMO in Applied AI
Sep 3 • 
Rex Woodbury
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August 2025

In the Costco Era of Software, Design Is the Differentiator
When the Tech Is Commoditized, "Taste" Is Everything
Aug 20 • 
Rex Woodbury

July 2025

Fund Math for Dummies
For Most Venture Funds, the Math Ain't Mathing
Jul 30 • 
Rex Woodbury
Attention Is the Last Scarce Resource
The Coldplay Kiss Cam and New Business Models to Monetize Attention
Jul 23 • 
Rex Woodbury
The Taxi Cab Theory of Venture Capital
When Did Contrarian Give Way to Consensus?
Jul 16 • 
Rex Woodbury
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20 Seed & Series A Companies Building in Consumer AI
A Snapshot of Innovation, from AI Shopping to Real-Time Avatars
Jul 2 • 
Rex Woodbury

June 2025

10 Charts That Capture How the World Is Changing
From AI Usage at Work to Disney IP, GLP-1s to Gen Z Worldviews
Jun 25 • 
Rex Woodbury
The Opportunities in Consumer AI
Mapping Where to Build + Examining Changes in Product Design & Business Model
Jun 18 • 
Rex Woodbury
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