AI Moats. The Threat Has Got Bigger.

Seventeen months ago I said fund assets, not features. Now the agents choose the tools, and most of what founders call an asset is just a feature with a…

Oct 13 • DeReK WaTSoN

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Can we cut the AI bullshit please?

Consciousness, bubbles, job cuts and killing us all. Seven arguments, who benefits and where I call bollocks.

Oct 11 • DeReK WaTSoN

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Damned If You Do, Damned If You Don’t: VC’s Prisoner’s Dilemma

The fund maths is totally broken.

Oct 1 • DeReK WaTSoN

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September 2026

We Can’t Take the Keys Back

The intelligence was never the key. The authority we wrapped around it was.

Sep 22 • DeReK WaTSoN

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WHY DON’T YOU WANT A DATA CENTRE IN YOUR TOWN WHEN YOU DON’T EVEN KNOW WHAT THE FUCK IT REALLY IS?

I kept seeing people protesting against AI data centres. Then I looked at what we are actually trying to build.

Sep 9 • DeReK WaTSoN

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WHO THE HELL IS GOING TO BUILD ALL THE BITS?

Millions of robots will need hundreds of millions of motors, gears, sensors and actuators. Somewhere in that supply chain, something is going to break.

Sep 2 • DeReK WaTSoN

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43:50

WHO THE HELL IS GOING TO BUILD ALL THE BITS?

Millions of robots will need hundreds of millions of motors, gears, sensors and actuators. Somewhere in that supply chain, something is going to break.

Sep 2 • DeReK WaTSoN

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August 2026

A New Financial Cycle Has Begun

US Debt, currencies, central banks, China, commodities and AI are not separate stories. I connect them all and explain what is changing, why it matters…

Aug 23 • DeReK WaTSoN

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July 2026

Intelligence Is Abundant. Judgement Is Not.

Arthur's starting judgement wasn't Googled. It was earned the expensive way.

Jul 14 • DeReK WaTSoN

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We built this for Arthur. It felt selfish to keep it.

Scout , Raise and Wire by Fusion 42

Jul 12 • DeReK WaTSoN

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June 2026

The Raise Report

New funds with capital to deploy June 2026

Jun 30 • DeReK WaTSoN

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How did SpaceX get to be a $2.5tn company?

That’s the right question. Not “is it worth it” - how did it get there.

Jun 19 • DeReK WaTSoN

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