Lorenzo de Leo. Invite me to speak

Writing

Notes from building the thing I invest in.

Long-form lives on Substack. Short-form thinking — most days — on LinkedIn and X.

Essays


What's an AI-native startup?

The cornerstone essay. What AI-native actually means once you get past the label: companies designed around learning speed and small-team leverage, not products with AI bolted on. Where the durable advantages move when software gets cheap to build.

Read on Substack

Follow along

The essays land on Substack first.