Oliver Buchannon
Josh Chapman
Red Hat, Open Source, and the Future

Feb 13, 2026

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8 min read

Red Hat, Open Source, and the Future

The history of Red Hat, how open-source evolved, and what the future holds

Josh Chapman
Josh Chapman
Enterprise AI Adoption

Feb 6, 2026

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7 min read

Enterprise AI Adoption

AI should change your workflows, not integrate into existing ones

Josh Chapman
Josh Chapman
Deal flow is now table stakes

Jan 30, 2026

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7 min read

Deal flow is now table stakes

Every investor will soon see everything, everywhere, all at once

Josh Chapman
Josh Chapman
AI Pins: A Short-Sighted Form Factor

Jan 23, 2026

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6 min read

AI Pins: A Short-Sighted Form Factor

Pins will be a forgotten fossil

Josh Chapman
Josh Chapman
The Robotic Standard

Jan 16, 2026

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6 min read

The Robotic Standard

The rise of the intelligence stack

Josh Chapman
Josh Chapman
The State Of AI & Games

Jan 9, 2026

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10 min read

The State Of AI & Games

AI continues to make progress reducing costs and changing gameplay

Josh Chapman
Josh Chapman
Skin in the Game

Jan 2, 2026

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12 min read

Skin in the Game

Employee ownership and incentive structures must evolve as a company matures

Josh Chapman
Josh Chapman
2025

Dec 26, 2025

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4 min read

2025

Our top newsletters of 2025

Josh Chapman
Josh Chapman
Age Gating the Future

Dec 19, 2025

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7 min read

Age Gating the Future

Moving towards a verifiable age requirement

Josh Chapman
Josh Chapman
Physical Products are Back

Dec 12, 2025

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10 min read

Physical Products are Back

Physical assets are growing in popularity relative to digital

Josh Chapman
Josh Chapman
A System Under Strain: The U.S. Navy

Dec 5, 2025

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15 min read

A System Under Strain: The U.S. Navy

America’s naval edge is a new fleet powered by a new generation

Josh Chapman
Josh Chapman
Happy Thanksgiving

Nov 26, 2025

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4 min read

Happy Thanksgiving

Josh Chapman
Josh Chapman

KONVOY WEEKLY NEWSLETTER

Konvoy is a thesis driven investment firm. Each week we write a unique analysis on key industry trends, challenges, and opportunities.