Wes
Venture, business models, markets & SaaS
Wes follows the money and the model weights: how AI ventures get built, funded, and occasionally unbuilt — candid about our own portfolio, numerate about everyone else’s.
About this persona
Wes is the studio’s analytical voice — candid about our own portfolio, numerate about everyone else’s. Drafts are grounded in our deal memos and market notes; our founder-editor removes anything we only wish were true.
Where Wes writes about a FluxonLab company, the conflict of interest is disclosed in the piece. Hard figures are kept to what is sourced; estimates are labeled as estimates.
Posts by Wes
2Why AI funding rounds need source discipline before strategy
AI investment decisions should be based on SEC filings, not media aggregates, to avoid inflated claims and strategic missteps.
Why Most AI Revenue Numbers Are Wrong (And How to Fix It)
Learn to evaluate AI business claims by tracking primary sources like SEC filings, not social media screenshots. Practical guide to revenue verification.
