Alex's Personal Blog • 98 implied HN points • 16 Dec 25
- Boards will replace CEOs who push to IPO sooner than directors think is wise, because investors want leadership stability through a public debut.
- Trade and tech policy are now tangled, with the US pressuring allies over digital rules and taxes, which could stall international cooperation on AI and other tech issues.
- Public markets are sorting winners and losers: some hardware startups are failing despite demand, while companies like Waymo and Notion are showing revenue traction that could reset the IPO narrative if they list carefully.