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• Semi-Structured

  I’m Natty. I write about the things that interest me, which is typically startups and equity compensation, data, personal finance, and open-source, randomly ordered. My thoughts are semi-structured.

  10 posts · theirs

Lately

• AI Is Supposed to Free Us From Work. What For?

  Semi-Structured · 2026-05-28

• Datadog's moat is the human at the keyboard

  Semi-Structured · 2026-04-28

• The Half-life of a Moat (Part 2): Dig Faster

  Semi-Structured · 2026-04-21

• The Half-Life of a Moat (Part 1)

  Semi-Structured · 2026-04-14

• The LLMs get the publicity. The data layer does the work.

  Semi-Structured · 2026-03-31

• Why I joined ClickHouse at a $15B valuation

  Semi-Structured · 2026-03-19

• The Bull Case for Braintrust

  Semi-Structured · 2025-03-06

• So long, dbt Labs, and thanks for all the fish

  Semi-Structured · 2025-03-04

• What to do when the 409A is changing

  Semi-Structured · 2023-02-22

• The Multiples are Falling!

  Semi-Structured · 2022-11-02

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