What is Optimism?

It ain’t all sunshine and roses

18 hrs ago • Mike Annunziata

3

The Case for a Neosupplier Boom

Why we’re at peak vertical integration, and that’s about to change

Oct 1 • Mike Annunziata

6

September 2026

What is Risk?

And the Good vs Bad Kind

Sep 24 • Mike Annunziata

3

1

What Inspires You?

...and how can you spend your time finding more of it?

Sep 17 • Mike Annunziata

3

Automation Isn’t Enough

Big outcomes come from how you use it

Sep 9 • Mike Annunziata

4

1

How to Build Conviction

Hint: it’s not in the data

Sep 1 • Mike Annunziata

5

August 2026

The Lines are Always Moving

One of my favorite scenes in Succession

Aug 18 • Mike Annunziata

4

1

Residual Value is All You Need

The key to accelerating frontier hardware adoption

Aug 11 • Mike Annunziata

8

1

Investing in Atlas Motion

Solving the most critical bottleneck in scaling Physical AI

Aug 6 • Mike Annunziata

7

July 2026

Building The Thing You Promised

Musings after a week in LA

Jul 31 • Mike Annunziata

9

Entrepreneurs as Artists

The most valuable things often defy physics

Jul 22 • Mike Annunziata

8

Recurring Revenue is Dead

Backlog is Back

Jul 17 • Mike Annunziata

9