Essays
Show Me the Flywheel
Everyone now agrees data decides the AI era. That consensus is right, and it is only half the picture. Proprietary data is a head start. A moat is data that compounds.
Service as Software
AI brings industrial scale to personalized services. Three company types are forming around the wave, and the biggest value may sit where the market does not exist yet.
Anyone Can Read the Mirror
Traction stopped differentiating founders. When customers live in the past, validation has to change shape.
Where the SaaS Panic Is Right, and Where It Is Not
Not all competitive advantages were built from the same source. The panic is justified only where advantage rested on momentum instead of structure.
Shorter observations live in the field notes.
Essays land here first. If something resonated: