Jayhawkjeff
@jayhawkjeff.bsky.social
"Study and study and learn everything you can, and then forget that shit and play." - Charlie Parker
I do VC @hayseedcapital.com, teach @ UVF Crossroads, and aspire to practice lutherie.
Jayhawks/Broncos/Jazz/Royals
I do VC @hayseedcapital.com, teach @ UVF Crossroads, and aspire to practice lutherie.
Jayhawks/Broncos/Jazz/Royals
Pinned
Jayhawkjeff
@jayhawkjeff.bsky.social
· Nov 5
I fully intend to convince someone to give me a crack at turning Pizza Hut around. I'm a 4X CEO, 3X Founder (including a VC Firm), and dedicated Pizza Hut Fan. I KNOW I can do this!
My five point Pizza Hut Turnaround Plan. Please forward this to a PE Firm manager. Re-Skeet to spread the word. 1/7
My five point Pizza Hut Turnaround Plan. Please forward this to a PE Firm manager. Re-Skeet to spread the word. 1/7
Reposted by Jayhawkjeff
In 2025, Ryan Zinke voted for a budget that raised our healthcare costs, slashed Medicaid, and gave away huge tax cuts to his billionaire backers.
In 2026, we’re voting him out. Excited to hit the road this week to meet folks across our district! Hope to see you there.
In 2026, we’re voting him out. Excited to hit the road this week to meet folks across our district! Hope to see you there.
January 13, 2026 at 7:56 PM
In 2025, Ryan Zinke voted for a budget that raised our healthcare costs, slashed Medicaid, and gave away huge tax cuts to his billionaire backers.
In 2026, we’re voting him out. Excited to hit the road this week to meet folks across our district! Hope to see you there.
In 2026, we’re voting him out. Excited to hit the road this week to meet folks across our district! Hope to see you there.
For those of you who nerd out on things like distributed compute and shared infrastructure, etc., you may be interested in this partnership between Salad and the Golem Network. www.theblock.co/press-releas...
Salad.com and Golem Network Partner to Integrate Web2 Workloads with Decentralized Infrastructure - The Block
Zug, Switzerland, January 13th, 2026, Chainwire Salad.com, an established GPU Cloud Platform powered by globally distributed infrastructure, and Golem Network, one of the first decentralized computing...
www.theblock.co
January 13, 2026 at 3:29 PM
For those of you who nerd out on things like distributed compute and shared infrastructure, etc., you may be interested in this partnership between Salad and the Golem Network. www.theblock.co/press-releas...
Pitchbook has a newsletter called Capital Pool (subscribe below). Today, a website known for private markets data and research wrote a whole article about the U of Utah's deal with a private equity firm and the myriad conflicts. And my question is... is that good?
pitchbook.com/tag/capital-...
pitchbook.com/tag/capital-...
Capital Pool - PitchBook
Subscribe to Capital Pool, our weekly newsletter on what's driving LP decision-making, with senior funds columnist Jessica Hamlin.
pitchbook.com
January 13, 2026 at 2:52 PM
Pitchbook has a newsletter called Capital Pool (subscribe below). Today, a website known for private markets data and research wrote a whole article about the U of Utah's deal with a private equity firm and the myriad conflicts. And my question is... is that good?
pitchbook.com/tag/capital-...
pitchbook.com/tag/capital-...
Someone please explain the Utah Jazz to me.
January 13, 2026 at 2:37 AM
Someone please explain the Utah Jazz to me.
Please still care about search rank guys. Guys?
The tumultuous current state of the Internet, characterized by inconsistent traffic and the rapid expansion of AI, may entice struggling publishers to try more SEO snake oil.
Google: Don’t make “bite-sized” content for LLMs if you care about search rank
Google says creating for people rather than robots is the best long-term strategy.
arstechnica.com
January 12, 2026 at 6:22 PM
Please still care about search rank guys. Guys?
In his newsletter, which you can subscribe to below, Adam has some excerpts from a poll by Democratic pollster David Shore on how optimistic people are about AI.
adamtooze.substack.com/subscribe
adamtooze.substack.com/subscribe
January 12, 2026 at 4:59 PM
In his newsletter, which you can subscribe to below, Adam has some excerpts from a poll by Democratic pollster David Shore on how optimistic people are about AI.
adamtooze.substack.com/subscribe
adamtooze.substack.com/subscribe
Yeah... always the end game. This will accelerate quickly.
Google is introducing new personalized ads in AI mode, powered by Gemini, which allow advertisers to offer exclusives for users preparing to buy a product (Cristina Criddle/Financial Times)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
January 11, 2026 at 3:35 PM
Yeah... always the end game. This will accelerate quickly.
This morning's coffee... a nice mokka pot brewed americano. This morning's music... Monterrey on LP by the Milk Carton Kids. This morning's task... THE ANNUAL CULLING OF THE UNWANTED SUBSCRIPTIONS!!!
January 10, 2026 at 4:46 PM
This morning's coffee... a nice mokka pot brewed americano. This morning's music... Monterrey on LP by the Milk Carton Kids. This morning's task... THE ANNUAL CULLING OF THE UNWANTED SUBSCRIPTIONS!!!
Here we go... here's some of that tariff analysis I've been looking for!
EVERCORE: “.. no changes to our call that the government is likely to lose this case; the Trump Administration will be ready to replace most of revenue with other authorities, and that refunds, unless prohibited, will be slow and bureaucratic.”
#IEEPA
#IEEPA
January 9, 2026 at 5:16 PM
Here we go... here's some of that tariff analysis I've been looking for!
I'm going to switch to some different startup-related themes soon, but if you need more evidence that the VC market is really busted right now, here you go!
techcrunch.com/2026/01/09/t...
techcrunch.com/2026/01/09/t...
The venture firm that ate Silicon Valley just raised another $15 billion | TechCrunch
In a blog post published Friday morning, Ben Horowitz writes that "as the American leader in Venture Capital, the fate of new technology in the United States rests partly on our shoulders." It's the k...
techcrunch.com
January 9, 2026 at 5:13 PM
I'm going to switch to some different startup-related themes soon, but if you need more evidence that the VC market is really busted right now, here you go!
techcrunch.com/2026/01/09/t...
techcrunch.com/2026/01/09/t...
Reposted by Jayhawkjeff
For 248 years the streets of America didn’t feature a roving masked federal kidnapping squad that might send you a Central American death camp or just murder you themselves, but getting rid of it now is some impossible lefty fantasy that professional Democrats lamentably must struggle against.
Classic Democratic no-win. All of them voted against the OBAA, which supercharged ICE funding and hiring. But they won't say they'd "abolish ICE" so they'll get yelled at (mostly by people who'll vote for them in the midterms after threatening not to).
Top Democrats decline to say if they would rein in ICE after Minnesota shooting
January 9, 2026 at 2:50 AM
For 248 years the streets of America didn’t feature a roving masked federal kidnapping squad that might send you a Central American death camp or just murder you themselves, but getting rid of it now is some impossible lefty fantasy that professional Democrats lamentably must struggle against.
Reposted by Jayhawkjeff
“.. Number of tariff lawsuits has gone parabolic … of the 914 filed (thru Jan. 6) almost all have been since November.”
@bloomberg.com (via Schwab)
@bloomberg.com (via Schwab)
January 8, 2026 at 1:31 PM
“.. Number of tariff lawsuits has gone parabolic … of the 914 filed (thru Jan. 6) almost all have been since November.”
@bloomberg.com (via Schwab)
@bloomberg.com (via Schwab)
The @startlandnews.com list of 10 Startups to watch in Kansas City is out! Shout out to my former student Warren Wang and his company dScribe for making the list. www.startlandnews.com/2026/01/2026...
10 Kansas City Startups to Watch in 2026 – Startland News
Today Startland News is showcasing 10 emerging companies that editors believe will be among the most newsworthy in the coming months. Their big ideas range from robotics and neuroscience-infused datin...
www.startlandnews.com
January 7, 2026 at 7:23 PM
The @startlandnews.com list of 10 Startups to watch in Kansas City is out! Shout out to my former student Warren Wang and his company dScribe for making the list. www.startlandnews.com/2026/01/2026...
This is really astounding data. Total (non-adjusted) dollars flowing into VC firms is below 2019 levels. Consolidation continues. If you are a founder trying to raise capital in this market, be cognizant of just how choked the market is right now.
www.wsj.com/finance/inve...
www.wsj.com/finance/inve...
U.S. Venture-Capital Fundraising Falls 35% as Firms Stay Private Longer
Money is flowing to the most trusted investment firms as startups stay private longer.
www.wsj.com
January 7, 2026 at 5:00 PM
This is really astounding data. Total (non-adjusted) dollars flowing into VC firms is below 2019 levels. Consolidation continues. If you are a founder trying to raise capital in this market, be cognizant of just how choked the market is right now.
www.wsj.com/finance/inve...
www.wsj.com/finance/inve...
Rock Chalk!!!
a group of kansas basketball players sitting in a locker room
ALT: a group of kansas basketball players sitting in a locker room
media.tenor.com
January 7, 2026 at 5:22 AM
Rock Chalk!!!
Fortunately, Utah's children are doing really well at reading, so we don't need nearly as many books as other places.
www.sltrib.com/news/educati...
www.sltrib.com/news/educati...
‘Urgent need’: Nearly half of Utah’s kindergarten through third grade kids can’t read at grade level, report finds
The state aims to see 70% of its third graders reading at grade level by 2027. So far, only about half are hitting the mark.
www.sltrib.com
January 6, 2026 at 9:36 PM
Fortunately, Utah's children are doing really well at reading, so we don't need nearly as many books as other places.
www.sltrib.com/news/educati...
www.sltrib.com/news/educati...
Per my earlier post about Utah loving to ban books... turns out someone is fighting back!
www.sltrib.com/news/educati...
www.sltrib.com/news/educati...
‘Modern day book-burning’: Bestselling authors sue Utah officials over book bans
Among the plaintiffs are award-winning novelists Elana K. Arnold and Ellen Hopkins. Together, their books make up five of the 22 titles that have been banned from all Utah public schools.
www.sltrib.com
January 6, 2026 at 9:34 PM
Per my earlier post about Utah loving to ban books... turns out someone is fighting back!
www.sltrib.com/news/educati...
www.sltrib.com/news/educati...
Pitchbook corrected this morning to 38.9%... That's staggering.
Not Healthy...
"Total deal value in the US VC market is currently nearing the 2021 high-water mark, but it’s also incredibly concentrated thanks to AI... Through Q3, 27% ($97.7 billion) of the total deal value had been invested in just 10 deals..."
pitchbook.com/news/reports...
"Total deal value in the US VC market is currently nearing the 2021 high-water mark, but it’s also incredibly concentrated thanks to AI... Through Q3, 27% ($97.7 billion) of the total deal value had been invested in just 10 deals..."
pitchbook.com/news/reports...
Q4 2025 PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market - PitchBook
PitchBook examines the rising concentration in US venture capital, where fewer companies and funds dominate dealmaking and fundraising. This research analyzes market share shifts across sectors and re...
pitchbook.com
January 6, 2026 at 5:34 PM
Pitchbook corrected this morning to 38.9%... That's staggering.
I struggle to get my head around the idea that I live in a state that bans books. But here I am and I need to get off my ass and do something about it.
www.sltrib.com/news/educati...
www.sltrib.com/news/educati...
Utah bans three more books from public schools — including the source for a blockbuster movie
The start of the 2026 school year is kicking off with three new titles added to Utah's growing list of books banned from public schools.
www.sltrib.com
January 6, 2026 at 3:19 PM
I struggle to get my head around the idea that I live in a state that bans books. But here I am and I need to get off my ass and do something about it.
www.sltrib.com/news/educati...
www.sltrib.com/news/educati...
Not Healthy...
"Total deal value in the US VC market is currently nearing the 2021 high-water mark, but it’s also incredibly concentrated thanks to AI... Through Q3, 27% ($97.7 billion) of the total deal value had been invested in just 10 deals..."
pitchbook.com/news/reports...
"Total deal value in the US VC market is currently nearing the 2021 high-water mark, but it’s also incredibly concentrated thanks to AI... Through Q3, 27% ($97.7 billion) of the total deal value had been invested in just 10 deals..."
pitchbook.com/news/reports...
Q4 2025 PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market - PitchBook
PitchBook examines the rising concentration in US venture capital, where fewer companies and funds dominate dealmaking and fundraising. This research analyzes market share shifts across sectors and re...
pitchbook.com
January 5, 2026 at 5:09 PM
Not Healthy...
"Total deal value in the US VC market is currently nearing the 2021 high-water mark, but it’s also incredibly concentrated thanks to AI... Through Q3, 27% ($97.7 billion) of the total deal value had been invested in just 10 deals..."
pitchbook.com/news/reports...
"Total deal value in the US VC market is currently nearing the 2021 high-water mark, but it’s also incredibly concentrated thanks to AI... Through Q3, 27% ($97.7 billion) of the total deal value had been invested in just 10 deals..."
pitchbook.com/news/reports...
Reposted by Jayhawkjeff
I’m Sam Forstag - I’m a smokejumper, a union leader, and I’m running for Congress because for too long, Montanans have been breaking their backs just to fall further behind. Together, we can build an economy that works for working people.
www.youtube.com/watch?v=qHia...
www.youtube.com/watch?v=qHia...
All Of Us | Sam for Montana
YouTube video by Sam Forstag
www.youtube.com
January 5, 2026 at 11:28 AM
I’m Sam Forstag - I’m a smokejumper, a union leader, and I’m running for Congress because for too long, Montanans have been breaking their backs just to fall further behind. Together, we can build an economy that works for working people.
www.youtube.com/watch?v=qHia...
www.youtube.com/watch?v=qHia...
I have previously mentioned my affection for "lists." These recommendations from @404media.co are kick ass! Happy New Year! Let's get after it! 🔥
www.404media.co/email/cf3c22...
www.404media.co/email/cf3c22...
Our Recommendations For You
This week, we discuss our recommendations for the year.
www.404media.co
January 5, 2026 at 1:24 AM
I have previously mentioned my affection for "lists." These recommendations from @404media.co are kick ass! Happy New Year! Let's get after it! 🔥
www.404media.co/email/cf3c22...
www.404media.co/email/cf3c22...
Engineers, who are people, build generative AI software and those engineers have bosses, who are also people, who tell them what to build.
January 2, 2026 at 8:14 PM
Engineers, who are people, build generative AI software and those engineers have bosses, who are also people, who tell them what to build.
Applications are open for the Health Catalyst program in Northwest Arkansas. Health Catalyst connects startups to community-based orgs and health care orgs to fund paid pilots for tech adoption. If your startup serves these audiences, you should apply. hta.health/healthcataly...
HealthCatalyst NWA — HTA Startup Accelerator
hta.health
January 2, 2026 at 6:56 PM
Applications are open for the Health Catalyst program in Northwest Arkansas. Health Catalyst connects startups to community-based orgs and health care orgs to fund paid pilots for tech adoption. If your startup serves these audiences, you should apply. hta.health/healthcataly...
I'm still hunting for some analysis of what happens in the economy if the SC decides to nullify tariffs from 2025. On the one hand, HUGE growth. On the other, debt market chaos. Has anyone seen any analysis?
January 2, 2026 at 5:57 PM
I'm still hunting for some analysis of what happens in the economy if the SC decides to nullify tariffs from 2025. On the one hand, HUGE growth. On the other, debt market chaos. Has anyone seen any analysis?