COMPANY
YC Companies
A rotating batch of the same six AI ideas, dressed for the demo day photographer. Anthropic is rolling up YC companies in their blunts rn.
OR A QUEST TO TAKE DOWN CHESTERTON'S FENCE
NOT
A VC.
Early-stage thougts on talent, technology, and the mythos of capitalism, from inside the startup-industrial complex.
CAPITAL · TALENT · VENTURE · HERESY
STARTUP-INDUSTRIAL COMPLEXBELIEF SYSTEMSCAPITAL FORMATIONTALENT MARKETSHARD TECHVENTURE MYTHOLOGY
STARTUP-INDUSTRIAL COMPLEXBELIEF SYSTEMSCAPITAL FORMATIONTALENT MARKETSHARD TECHVENTURE MYTHOLOGY
§ 01 — WRITING
WRITING
Essays on investing, startups, and the machinery of capital.
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§ 02 — ANTI ANTI-PORTFOLIO
ANTI ANTI-
PORTFOLIO
Buzzwords about my least favourite buzzwords.
TREND
AI Personalised Learning Startups
Kids don't want a tutor, schools won't buy the seat, and parents want the "facetime". I'm actually bullish just deep down, very, very, deep down.
ARCHETYPE
The Evangelist Operator
Charismatic, capital-efficient, great podcasts. But it's not programmers that AI is decimating, it's non-technical moats. The bar is higher.
ARCHETYPE
EXIT-OPTION MAXXERS
Public roadmap, private revenue. Every week is a lesson learned, just never the one about making money.
COMPANY
The Rebundled B2B Marketplace
A directory with a Stripe integration, priced like a network. Negative take-rate but you can just "sell more"?
ARCHETYPE
CHRONIC PUBLIC BUILDER
Co-founder clout and credential chasers. There's an industry for this (and clue it's a Bain in the ass).
§ 03 — PORTFOLIO
PORTFOLIO
If all else fails...
Personal notes, not recommendations.
§ 04 — ABOUT
A RUNNING CRITIQUE OF THE STARTUP-INDUSTRIAL COMPLEX.
Created by Ray Erewunmi.
Cambridge dropout, ex-Credit Suisse Full Scholar, current founding bricklayer. This is my running critique of the startup-industrial complex or the writing that doesn't belong on pitch decks.
© 2026 not a VC · notavc.org
CAPITAL · TALENT · VENTURE · HERESY