[Updated 6th February 2026] - things I am thinking about and discussing over coffee this winter.

• Why don’t we have a DeLorean yet?

• What can you tell about a founder call transcript?

• Are founders distributed and inherent or emergent and selected

• Does fast fundraising signal quality or create it?

• What’s actually left to solve in fusion?

• How does law catch up with tech?

• Is venture really just about dilution?

• Why does London need a Station F-style hub?

• “Where we're going, we don't need roads”

• February

• December

• November

As ever, if anyone is thinking about these topics please reach out. All thinking is my own and reflects personal views, not those of my employer.