Writing
Weekly links. Occasional blog posts.
Two streams. Blog posts are longer notes from inside founder conversations. Mike & Ned's Links goes out every week — the most interesting things we read, watched, or argued about.
Blog · Substack
Longer notes.
Frameworks and observations from inside founder conversations. Published when there's something worth saying.
advisormike.substack.com
The Peter Thiel Question Every Founder Needs to Answer
Why this one question is the most important question for you to answer.
Nothing Is Personal
The best CEOs and leaders stop interpreting events as a judgment of themselves.
The Product is More than the Software and UX
Founder often focus on the product they’re building and too often forget about the rest of the customer journey until they’re ready to deliver it to the customer.
To Succeed in AI, You Need the Right Mindset
The companies that figure out AI first will be the ones with the most curious teams.
What Founders Can Learn from the SpaceX IPO
Everyone is talking about the SpaceX IPO this week.
Weekly · Substack
Mike & Ned's Links.
A weekly link letter from two former operators. Tools, essays, founder lessons, things we're chewing on.
startupthoughts.substack.com
Jul 23, 2026
This week → How to BEAT the new LinkedIn algorithm in 10 steps, Jensen Huang on the job of the CEO, Marc Andreesen: 17 takeaways from his 3 hour interview, You Finally Closed Your Funding Round — Time to Panic?
Jul 13, 2026
This week → AI's Value Capture problem, What Actually Counts as Traction When Raising Money, Matthew McConaughey on betting on the USA, The End of Compute Scarcity? Not So Fast
Jul 1, 2026
This week → From Building Intelligence to Controlling It, The next biggest moat in AI, A cardiologist on how AI changes the power dynamic between you and your doctor
Jun 22, 2026
This week → How To Earn a Billion Dollars, To Succeed in AI, You Need the Right Mindset, Management as AI superpower, Does Money Buy Happiness?
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