In The Trenches by Michael Bloch
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Quartermaster: The Ocean’s Intelligence Layer
Quartermaster raises $43M to build the real-time intelligence layer for the ocean.
May 20
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Michael Bloch
5
Manifest: the Future of AI-Native Legal Services
Emerging from stealth with a $60M Series A at a $750M valuation to power the next generation of fully AI-native law firms.
Apr 28
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Michael Bloch
1
Programmable Pandemics
Biology is now a weapon. Check out my investment thesis on biosecurity, and where I think durable companies might actually be built.
Apr 20
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Michael Bloch
3
Conquerors of Worlds
Every VC says they want to back exceptional founders. Almost none of them know what "exceptional" actually means.
Apr 10
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Michael Bloch
7
Stop Building. Start Removing.
Startups obsess over adding value. Often the bigger lever is reducing the effort it takes to experience it.
Apr 5
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Michael Bloch
6
1
Top posts
THE 2028 GLOBAL INTELLIGENCE BOOM
Feb 22
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Michael Bloch
147
14
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No Coding Before 10am
Feb 11
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Michael Bloch
65
4
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The Only Moats That Matter
Mar 30
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Michael Bloch
18
2
Raising Kids For A World I Can't Predict
Mar 25
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Michael Bloch
14
4
3
End Game Positions
Feb 7
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Michael Bloch
15
Recent posts
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The Only Moats That Matter
Defensibility has always come from two things: hard to do and hard to get. AI is making the first one worthless. Five moats survive.
Mar 30
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Michael Bloch
18
2
Raising Kids For A World I Can't Predict
I have no idea what careers will look like in 10 years. So I'm not focused on what my kids do. I'm focused on who they become.
Mar 25
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Michael Bloch
14
4
3
Don't Fix the Player, Fix the Game
Every broken system is working perfectly. It's just optimizing for something you didn't realize. Here's how to spot misaligned incentives and redesign…
Mar 23
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Michael Bloch
4
Earned, Not Inherited
QSBS is the only tax break in America that requires you to have created something from nothing. New York wants to eliminate it. Here's why that should…
Mar 22
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Michael Bloch
4
1
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In The Trenches by Michael Bloch
Thoughts on the future of technology, startups, and investing.
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