Show Me the Product
On thin wrappers, status rounds, and the gap between what insiders know and what the market funds
My Portfolio
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Latest posts
How We'll Build Things
AI isn't just changing software — it's about to reinvent how we construct the physical world
Never Doom
On invention, pessimism, optimism, and choosing to build in a rapidly changing world
SaaS is Grass
The end of SaaS as we know it
Where Did the Moats Go?
Is SaaS alpha permanently gone?
An important year
2025 is extremely levered