Sneakerhead VC

The Best Companies Will Stop Making Software

A shoe, a spec, and software’s Nike moment

May 4 • Phin Barnes

23

2

15

April 2026

Systems of Judgment

In AI, the scarcest resource is judgment.

Apr 30 • Phin Barnes

7

Where the Sweetest Margins Live in Jensen’s 5-Layer Cake

The two margin levers driving the entire AI economy

Apr 28 • Phin Barnes

1

October 2025

The difficulty with being decisive in our AI world

Making quick decisions takes discipline and if you can do it, it helps filter down the noise, but being decisive and right is a much more challenging…

Oct 12, 2025 • Phin Barnes

4

October 2024

Build in The Bay

We're from The Bay so we build a little different

Oct 14, 2024 • Phin Barnes

3

1

Please stop with the first principles

90% of the time CEOs should prioritize pace of execution over cleverness and novel solutions

Oct 9, 2024 • Phin Barnes

4

If everyone is an analyst, be an artist.

A truth is emerging in the age of AI everything.

Oct 4, 2024 • Phin Barnes

4

July 2023

How we partner at TheGP

An explainer on our “services-for-equity” model

Jul 21, 2023 • Phin Barnes

3

1

March 2023

The risk in your assumptions

The hidden lesson for founders in SVB's collapse

Mar 29, 2023 • Phin Barnes

3

September 2022

Sneakerhead x AI

A return to my roots in sneaker design

Sep 9, 2022 • Phin Barnes

4

1

1

Creative Compute

Software as a creative partner

Sep 1, 2022 • Phin Barnes

2

August 2022

I just learned The Standard Conversion framework. You should too.

How to unlock better prioritization across any company

Aug 25, 2022 • Phin Barnes