Archive - The Novel Investor

Software is changing

AI removes friction, and friction was the best SaaS moat

Feb 23 • Caitlin Dullanty

July 2025

Where are we in the AI tech bubble?

Reflections from an ML conference and code gen

Jul 22, 2025 • Caitlin Dullanty

September 2023

The world-builders almanac

On imagination and fantasy in an investment career

Sep 15, 2023 • Caitlin Dullanty

June 2023

Y2K… Again? A deep dive on post-quantum security

Novel or not? The whens, whys, & hows of the quantum threat to cryptography

Jun 22, 2023 • Caitlin Dullanty

May 2023

What's in a name?

Welcome to The Novel Investor's naming ceremony

May 23, 2023 • Caitlin Dullanty

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