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
The full-stack delusion
The industrialization of software development
Startup stagnation
Venturing on the frontier: founders as capital architects
Cultural compounding and the age of immortal IP
The bottleneck cascade
The problem with "selling the work"
Marketing has become too specialized
No more painting by numbers
The age of artisanal software might finally be over
The end of software?
Bleak and bright
Commoditize your complement: Meta AI edition
Founders as experiment designers
The law of diminishing distribution arbitrage
The primitives of AI
When growth stalls
Talking to customers isn't enough
The problem with startup advice
Recycle your marketing dollars by thinking in loops
What is the dominant strategy in AI?
Looking back to move forward
LLMs and the future of customer-built software design
Ignorance and expertise
Principles for AI product design
Has everyone gone chatbot crazy?
The era of capital-efficient growth is upon us
It's never too early to build your growth model
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
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
Mar
09
The full-stack delusion
5 min read
Feb
10
The industrialization of software development
4 min read
Dec
10
Startup stagnation
5 min read
Nov
12
Venturing on the frontier: founders as capital architects