Malcolm Mason Rodriguez

Malcolm Mason Rodriguez

@malcolmjmr

Joined May 22, 2023

22

Following

745

Followers

3.25k

pages

11.47k

highlights

11.97k

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Total Days:
Total Weeks:
342-Days 📚
75-Weeks 📚
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Will AI Agents Kill Advertisements? Yes, Yes, No, and Yes – Jeremiah Owyang

web-strategist.com/blog/2024/10/13/will-ai-agents-kill-advertisements/

Feb 12, 2026

2

Digital Advertising in 2022

stratechery.com/2022/digital-advertising-in-2022/

Feb 12, 2026

7

Book review: "Slouching Towards Utopia"

www.noahpinion.blog/p/book-review-slouching-toward-utopia

Feb 9, 2026

2

Of course they’re putting ads in AI - by Bryan Kim - a16z

www.a16z.news/p/of-course-theyre-putting-ads-in-ai

Feb 9, 2026

6

AI will change how we build startups -- but how?

andrewchen.substack.com/p/ai-will-change-how-we-build-startups

Feb 9, 2026

1

Every marketing channel sucks right now

andrewchen.substack.com/p/every-marketing-channel-sucks-right

Feb 9, 2026

2

The Anti-Pitch: When haters hate your startup idea

andrewchen.substack.com/p/the-anti-pitch-one-liner-rebuttals

Feb 9, 2026

1

The Growth Maze vs The Idea Maze - by Andrew Chen

andrewchen.substack.com/p/the-growth-maze-vs-the-idea-maze

Feb 9, 2026

2

Revenge of the GPT Wrappers: Defensibility in a world of commoditized AI models

andrewchen.substack.com/p/revenge-of-the-gpt-wrappers-defensibility

Feb 9, 2026

3

What advertising on ChatGPT could look like

chrischow.substack.com/p/advertising-on-chatgpt?utm_campaign=post&utm_medium=web

Feb 9, 2026

1

Unpacking Restaurant Tech Integration: Why Friction is Still Real | Hospitality Technology

hospitalitytech.com/unpacking-restaurant-tech-integration-why-friction-still-real?amp%3Butm_medium=email&amp%3Butm_campaign=HT_NL_Alert&amp%3Bmkt_tok=ODI1LUxTUC01NDUAAAGbZNj7Fn_nMnzMLIbWmNhx-ceDnlvtgIvDCCJgP9aXL4zu8LqoMdE1W0HEdAsV0q-H4Uenxt-dtnR5hENGp_OkDTAEXP-7pOtDE5GtK7t_tlgrUA

Feb 8, 2026

5

X

x.com/willmanidis/status/2018318844247347308?s=46

Feb 8, 2026

9

Killing Apps | Daniel Feichtinger

www.auxilit.com/killing-apps/

Jan 31, 2026

3

Dynamic documents // LLMs + end-user programming • Buttondown

buttondown.com/geoffreylitt/archive/gradual-enrichment-llms-and-personal-software

Jan 31, 2026

1

C- Programmable text interfaces are the future

scalingsynthesis.com/c-programmable-text-interfaces-are-the-future/

Jan 31, 2026

5

Venture Capital Is Ripe for Disruption

every.to/napkin-math/venture-capital-is-ripe-for-disruption

Jan 28, 2026

4

Tinder Is Way More Important Than You Think

every.to/napkin-math/tinder-is-way-more-important-than-you-think

Jan 27, 2026

1

How Technology Giants Die

every.to/napkin-math/how-technology-giants-die

Jan 27, 2026

3

How to Scale the Happiness of Your Users: | by Mauricio | Google Play Apps & Games | Medium

medium.com/googleplaydev/how-to-scale-the-happiness-of-your-users-3e46ef72029f

Jan 27, 2026

4

The Addiction Economy

every.to/napkin-math/the-addiction-economy

Jan 27, 2026

4

Has Venture Lost Its Soul?

every.to/napkin-math/has-venture-lost-its-soul

Jan 26, 2026

3

Spotify’s Quest to Own Your Ear

every.to/napkin-math/spotify-s-quest-to-own-your-ear-139a4197-21ff-482e-8076-3c2110a8ff60

Jan 26, 2026

1

Vibes-based Search

every.to/napkin-math/vibes-based-search

Jan 26, 2026

2

The End of Software, Again

every.to/napkin-math/the-end-of-software-again

Jan 26, 2026

2

Pricing Strategy is Product Strategy

every.to/napkin-math/pricing-strategy-is-product-strategy

Jan 26, 2026

1

Toast—a Vision of Software’s Future

every.to/napkin-math/toast-a-vision-of-software-s-future

Jan 26, 2026

11

From Memo to IPO: Toast takes on the US restaurant industry - Bessemer Venture Partners

www.bvp.com/atlas/from-memo-to-ipo-toast-takes-on-the-us-restaurant-industry

Jan 26, 2026

3

Building Vertical AI: An early stage playbook for founders - Bessemer Venture Partners

www.bvp.com/atlas/building-vertical-ai-an-early-stage-playbook-for-founders

Jan 26, 2026

5

Where AI is headed in 2026 - Foundation Capital

foundationcapital.com/where-ai-is-headed-in-2026/

Jan 24, 2026

3

AI’s trillion-dollar opportunity: Context graphs - Foundation Capital

foundationcapital.com/context-graphs-ais-trillion-dollar-opportunity/

Jan 24, 2026

5

The $4.6T services as software opportunity: Lessons from year one - Foundation Capital

foundationcapital.com/the-4-6t-service-as-software-opportunity-lessons-from-year-one/

Jan 24, 2026

9

Predictions for the AI Era: Startups, Incumbents, and the Future of Work | Jefferies.com

www.jefferies.com/insights/boardroom-intelligence/predictions-for-the-ai-era-startups-incumbents-and-the-future-of-work/

Jan 24, 2026

2

Overdosing on VC: Lessons from 71 IPOs | Founder Collective

foundercollective.com/blog/overdosing-on-vc-lessons-from-71-ipos/

Jan 22, 2026

4

Reserves, Recycling, and Returns

avc.xyz/reserves,-recycling,-and-returns

Jan 22, 2026

2

The Poker Analogy - AVC

avc.com/2004/11/the_poker_analo/

Jan 22, 2026

1

The meeting that showed me the truth about VCs

techcrunch.com/2017/06/01/the-meeting-that-showed-me-the-truth-about-vcs/

Jan 22, 2026

2

How Markdown took over the world - Anil Dash

www.anildash.com/2026/01/09/how-markdown-took-over-the-world/

Jan 22, 2026

1

When to Dig a Moat

www.notboring.co/p/when-to-dig-a-moat

Jan 22, 2026

3

The Ellsberg Paradox and the ambiguity and complexity of decision-making | United States Politics and Policy

blogs.lse.ac.uk/usappblog/2018/12/15/the-ellsberg-paradox-and-the-ambiguity-and-complexity-of-decision-making/

Jan 22, 2026

3

Learning about the Ellsberg Paradox reduces, but does not abolish, ambiguity aversion - PMC

pmc.ncbi.nlm.nih.gov/articles/PMC7055742/

Jan 22, 2026

1

AI As Cultural Tech: Why Large AI Models Are Reorganizing Human Knowledge, Not Creating Artificial Minds | by Greg Robison | Medium

gregrobison.medium.com/ai-as-cultural-tech-why-large-ai-models-are-reorganizing-human-knowledge-not-creating-artificial-ebb552e17471

Jan 18, 2026

8

Rethinking AI: cultural technologies and childhood intelligence – with Alison Gopnik | UC Tech News

uctechnews.ucop.edu/rethinking-ai-cultural-technologies-and-childhood-intelligence-from-alison-gopnik/

Jan 18, 2026

2

Speculation Nation - by Rex Woodbury - Digital Native

www.digitalnative.tech/p/speculation-nation

Jan 16, 2026

1

The Opportunities in Consumer AI - by Rex Woodbury

www.digitalnative.tech/p/the-opportunities-in-consumer-ai

Jan 16, 2026

2

Category Creation & Capital in technology - Michael Dempsey: Blog

www.michaeldempsey.me/blog/2024/01/02/category-creation-capital-in-technology/

Jan 16, 2026

5

4-Wheel Suitcases and Innovations Hiding in Plain Sight

www.digitalnative.tech/p/4-wheel-suitcases-and-innovations

Jan 16, 2026

2