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David Evans of Sentiero Ventures on Artificial Intelligence, Lyapunov Time, and the Knowledge Problem | Self-Evident Week 12
David Evans is the founder and managing partner of Sentiero Ventures, an early-stage venture fund outside Dallas that invests in business software where artificial intelligence is the core of the product rather than a feature bolted onto it. Before the fund he was an operator. He has been writing software since the early 1990s, built and sold a national digital signage network, and founded EasySeat, an online ticket resale business that reached the Inc. 500 and sold in 2015.
Sep 103 min read


NYC Municipal Grocery Stores, the Rent Freeze, and Federal Equity Stakes: Hume's Knowledge Problem in 2026
Three cases, in ascending order of how hard they are to correct. The Rent Guidelines Board voted seven to one on June 25 under Order 58 to set adjustments at zero percent for both one-year and two-year renewal leases beginning October 1, covering roughly a million rent-stabilized apartments. The board is not a mob; it is a technical body that publishes seven separate research documents, one of which produced commensurate adjustment figures running from 3.4 to 8.5 percent. It
Sep 94 min read
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