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February 2023

The coming reset in mid-to-late stage startups in 2023-2024 is at this point likely largely decoupled from interest rates and inflation. Implications…
Are early SaaS or AI companies ever defensible early? What is the basis for competition for a startup?
What does the future market structure look like for AI foundation and API companies? How does OSS play a role in a world of ever scaling models?
Figma, AI, Design, & Education

January 2023

Notion was kind enough to host a fireside chat between myself and Reid Hoffman on AI. Transcript and video link below.

November 2022

Startups are hard. For the first few years of a company, forward momentum is largely due to founders pushing every day. The weight of the company rests…
Changing economic markets suggests a shift in how some companies should operate, as well as what risks to assume for 2023

October 2022

In each technology wave the value, revenue, market cap, profits and great people captured by startups versus incumbents differs. In some waves it all…
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Prior to COVID, there were only 3 companies in tech that reached any real scale as remote first companies - Automattic, Gitlab, and Zapier [1]. During…

August 2022

NLP & AI Revolution - Transformers and Large Language Models (LLMs) Part of the challenge of “AI” is we keep raising the bar on what it means for…

July 2022

About a month ago, I wrote a tweet storm on the changing startup financing and employment environment. This blog captures aspects of that tweet storm…