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I write about technology and how to grow technology companies. I also invest in ridiculously early B2B/deep tech companies as a partner at Angular Ventures.

Recent favorites

Venturing on the frontier: founders as capital architects

Venturing on the frontier: founders as capital architects

Cultural compounding and the age of immortal IP

Cultural compounding and the age of immortal IP

The bottleneck cascade

The bottleneck cascade

The problem with "selling the work"

The problem with "selling the work"

Marketing has become too specialized

Marketing has become too specialized

No more painting by numbers

No more painting by numbers

The age of artisanal software might finally be over

The age of artisanal software might finally be over

The end of software?

The end of software?

Bleak and bright

Bleak and bright

Commoditize your complement: Meta AI edition

Commoditize your complement: Meta AI edition

Founders as experiment designers

Founders as experiment designers

The law of diminishing distribution arbitrage

The law of diminishing distribution arbitrage

The primitives of AI

The primitives of AI

When growth stalls

When growth stalls

Talking to customers isn't enough

Talking to customers isn't enough

The problem with startup advice

The problem with startup advice

Recycle your marketing dollars by thinking in loops

Recycle your marketing dollars by thinking in loops

What is the dominant strategy in AI?

What is the dominant strategy in AI?

Looking back to move forward

Looking back to move forward

LLMs and the future of customer-built software design

LLMs and the future of customer-built software design

Ignorance and expertise

Ignorance and expertise

Principles for AI product design

Principles for AI product design

Has everyone gone chatbot crazy?

Has everyone gone chatbot crazy?

The era of capital-efficient growth is upon us

The era of capital-efficient growth is upon us

It's never too early to build your growth model

It's never too early to build your growth model

How to think about revenue quality as an early stage founder

How to think about revenue quality as an early stage founder

Why building a "compound startup" might be the next, great, non-obvious SaaS play

Why building a "compound startup" might be the next, great, non-obvious SaaS play

Initial thoughts on how to overcome “customer-built” software’s learning curve

Initial thoughts on how to overcome “customer-built” software’s learning curve

The rise of “customer-built growth,” or how the “no code” design paradigm is revolutionizing enterprise software

The rise of “customer-built growth,” or how the “no code” design paradigm is revolutionizing enterprise software

Nov
12

Venturing on the frontier: founders as capital architects

5 min read
Oct
06

Cultural compounding and the age of immortal IP

4 min read
Sep
29

The radiologist, the dynamo, and the dangerous allure of the "retrofit"

4 min read
Sep
22

The bottleneck cascade

3 min read
Mar
04

The end state of the "end of software"

3 min read