Overview
News
Salaries
Products
People
Growth
Offices
Financials

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 2 months 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
Read more
Report
Blog 3 months 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
Read more
Report
Blog 4 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
Read more
Report
Blog 4 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
Read more
Report
Blog 5 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
Read more
Report
Blog 6 months ago
China notes (3/3): Hangzhou
Arrived in Hangzhou for my last day and a half. Alibaba has installed what looks like a mini data centre in the Arrivals terminal just to be not at all subtle about where you are. There is an adopt-a-cow campaign running which I can't tell is real or spoo
Read more
Report
Blog 6 months ago
China notes (2/3): Shenzhen
Another huge airport. Massive change in demographics. 100x younger. Again very few westerners. Humidity very different too Another flawless pickup (Trip really has this process nailed). Mid-range EV to my hotel is £15.Thanks for reading Dylan's half-forme
Read more
Report
Blog 6 months ago
China notes (1/3): Beijing
Last week I went back to visit China to refresh my sense of what's going on there (Dan Wang's Breakneck is great but nothing beats just walking around). Pre-Covid I used to go to Hong Kong once or twice annually but I haven't actually been back to mainlan
Read more
Report
Blog 6 months ago
Skipping Chapters
I used to be incredibly stubborn about finishing any book I started and honestly it probably cost me about 1% of my entire life. I think it was Patrick Collison (or possibly Tyler Cowen) who gifted me the mental model of thinking about the chapters in a b
Read more
Report
News dylancollins.com 1 year ago
Building Better Boards
How is your BBB rating?
Read more
Report
Show more news