Zach Coelius

Zach Coelius

Creator
0 followers

Angel/rolling fund manager at Coelius Capital; candid commentary on term sheets, market resets, and seed deal dynamics.

Mercury's Software-First Banking Revolution Is Just Beginning
SocialMay 20, 2026

Mercury's Software-First Banking Revolution Is Just Beginning

And @mercury is just getting started. As they roll out more everyone will get to see what it means to have a bank that is software first.

By Zach Coelius
Autonomous Agents Will Supercharge Open‑source AI Evolution
SocialMay 9, 2026

Autonomous Agents Will Supercharge Open‑source AI Evolution

If you think open source AI is powerful now— just wait until the agents start building it autonomously.

By Zach Coelius
Iran Blockade Foreshadows Epic Taiwan Blockade
SocialMay 1, 2026

Iran Blockade Foreshadows Epic Taiwan Blockade

The blockade of Iran sets the table for the coming blockade of Taiwan. It’s going to be a mess of truly epic proportions.

By Zach Coelius
Software‑Driven Mercury Poised to Become World's Largest Bank
SocialApr 28, 2026

Software‑Driven Mercury Poised to Become World's Largest Bank

This is why @mercury has the potential to become the biggest bank in the world. The future of banking is software.

By Zach Coelius
Patagonia Turned Customers Into Catalog Models
SocialApr 27, 2026

Patagonia Turned Customers Into Catalog Models

Reading "Dirtbag Billionaire: How Yvon Chouinard Built Patagonia, Made a Fortune, and Gave It All Away" by @dgelles One interesting story in it about how they used photos of their customers using the gear as calalog models. https://t.co/yoUJD3B6yj

By Zach Coelius
Kevin Kelly's Moment Shines; His Book Highly Recommended
SocialApr 24, 2026

Kevin Kelly's Moment Shines; His Book Highly Recommended

It’s great to see @kevin2kelly having a moment that is well deserved. Btw his book “Excellent Advice for Living is also very good. Highly recommended. https://t.co/3aXBOgolXL

By Zach Coelius
Read The Prize to Decode Global Energy Markets
SocialApr 23, 2026

Read The Prize to Decode Global Energy Markets

If you are trying to understand what is happening in global energy markets I highly recommend “The prize” by @DanielYergin Literally one of my top ten books ever.

By Zach Coelius
Billionaires Drive Biotech's Race for Cancer Blockbusters
SocialApr 22, 2026

Billionaires Drive Biotech's Race for Cancer Blockbusters

Just read "For Blood and Money: Billionaires, Biotech, and the Quest for a Blockbuster Drug" a good book about developing of a pair of cancer drugs. Great work by @nathanvardi https://t.co/rrTOe6GqIB

By Zach Coelius
Mercury's Economist Ad Marks Major Brand Evolution
SocialApr 19, 2026

Mercury's Economist Ad Marks Major Brand Evolution

So cool to stumble on to a @mercury ad in the economist. How far they have come. Well done team. https://t.co/9G8BxxAo7q

By Zach Coelius
US Blocks Iran Oil to China, Marking Escalation
SocialApr 13, 2026

US Blocks Iran Oil to China, Marking Escalation

The US is now effectively blockading China’s oil supplies from Iran. This is a nontrivial escalation.

By Zach Coelius
Streetwise Offers Insight, but Skips Goldman’s GFC Leadership
SocialApr 13, 2026

Streetwise Offers Insight, but Skips Goldman’s GFC Leadership

Reading @lloydblankfein’s book streetwise. Sadly he doesn’t really get into the fascinating details of his leadership of goldman during the gfc, but it’s worth a read. I wish he could have written a candid account. https://t.co/78W9nD3ops

By Zach Coelius
Citizens Fill Journalism Gap as SF Chronicle Turns Biased
SocialApr 10, 2026

Citizens Fill Journalism Gap as SF Chronicle Turns Biased

Crazy that in SF private citizens like @terronk have to do the leg work of journalists as the @sfchronicle is too busy cosplaying as the Pravda for our local progressive confirmation bias...

By Zach Coelius
OpenAI’s Ad Flop Reveals Widespread Misunderstanding of Advertising
SocialApr 10, 2026

OpenAI’s Ad Flop Reveals Widespread Misunderstanding of Advertising

It appears Openai is failing badly in ads. The key problem is everyone thinks they understand ads as we all deal with them constantly. As someone who has spent two decades in the space, I can confirm...

By Zach Coelius
Office Return Gains: Downtown 53%, Class A+ 80%
SocialApr 9, 2026

Office Return Gains: Downtown 53%, Class A+ 80%

SF Office update from my buddy Jay at Cushman: A slight uptick on back-to-the-office data. Cell phone pings downtown are roughly 53% of where they were in early 2020. Data from Class A+ buildings is 80%.

By Zach Coelius