Weekend Reading

Jan 16, 2026

Sparks and Prairie Fires: A Theory of Unanticipated Political Revolution by Timur Kuran
- “Every political party responds, in varying degrees, to collective sentiment.
  But when it suffers a massive loss of support very suddenly, it generally cannot
  respond quickly enough to regain the people’s confidence. Consider the Iranian government in 1978…”
What Will Happen In 2026 by Fred Wilson
- “A drunk driver using full self-driving legally challenges a DUI charge and wins”
2025 letter by Dan Wang
- “So the 20-year-olds who accompanied Mr. Musk into the Department of Government Efficiency did not, I would say, distinguish themselves with their judiciousness. The Bay Area has all sorts of autistic tendencies. Though Silicon Valley values the ability to move fast, the rest of society has paid more attention to instances in which tech wants to break things”
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm by Madeline Renbarger
- “One question is whether the more PE-like strategy might yield more PE-like returns, i.e. 2X or 3X rather than the 10X or more that’s typically the goal for VCs. If the AI boosters are right, though, combining small companies to use the tech early and effectively could create some very big companies in short order — and perhaps some VC-style returns.”

Upcoming meals with 9others