Nongaap Investing | Mike | Substack

OpenAI Startup Fund: GP Hallucination

Did an "AI hallucinated" GP temporarily manage OpenAI Startup Fund?

Mar 28 •

[P] Oppenh(AI)mer (Part 2)

Firing Focused "Neutrons": OpenAI Startup Fund

Mar 22 •

[P] Oppenh(AI)mer (Part 1)

Calculating the real-world fallout of theoretical (governance) chain-reactions

Mar 19 •

[P] Gordian Knot Problems (Part 2)

Exploring related-party transactions and beneficial ownership

Feb 29 •

[P] Illumina Enters a 30-ish Day Window

A lot can happen over the next month

Feb 20 •

[P] OpenAI: A Governance Odyssey

BOARD 9000: "I'm sorry, Sam. I'm afraid I can't do that"

Feb 6 •

[P] Gordian Knot Problems (Part 1)

How small governance issue can turn into a big, tangled mess for shareholders

Feb 5 •

[Premium] Dialing-Up a Deal?

But then again, what kind of deals are feasible in this market?

Nov 1, 2023 •

Nongaap Investing

Nongaap Investing

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

Nongaap Investing

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