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Overview

Notes, observations and opinions from a serial company builder and investor. Click to read Dylan's half-formed thoughts and musings, by Dylan Collins, a Substack publication with hundreds of subscribers.

News

Blog 20 days ago
The qualities of a post-agentic refounder
"Twenty-four nights/on a one-way flight" Handz OnFor a whole bunch of reasons (none of which were 'Summer in Europe'), my writing has been parked over the last month. More on that soon. On a flight somewhere I read Rex Woodbury's letter to his LPs on the
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Blog 1 month ago
What colour is AI?
I was reading the most interesting article over the weekend by Ryan Moulton about colours which can't be shown on screen (it also clarified a thing about dinosaurs that I had never quite understood). Humans have three different kinds of cone cells for see
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Blog 2 months ago
The Single Founder Risk Premium
I've spent a reasonable chunk of my life thinking about redundancy. I'm not clear whether this is some kind of loss aversion gene or just an early exposure to gaming live ops but it always lingers in the background.In the wake of the SpaceX IPO, it seems
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Blog 2 months ago
The inflation effect of SpaceX on founders
I took a couple of weeks off writing (and token-burning) to reallocate time for more reading/thinking, which has been quite beneficial. I did a delightful deep-dive into food with Fuschia Dunlop's superb book on the history of Chinese food (which in retro
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Blog 3 months ago
Consulting becomes cool again
I was in Alentejo (Portugal) last week looking at a few megalithic sites which have been on my list for some time. Dolmens and menhirs extend around the entire west coast of Europe (from Portugal to the Orkney Islands) and are an incredible, and fairly my
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