PinnedFrameworksA successful framework distills the complex, and in that distillation, gets to a timeless insight. That’s always my aspiration, to varying…Sep 28, 20207Sep 28, 20207
AI Startups: 100x and cheaperEight years ago, I published a piece here on what I called “How to build an enduring, multi-billion dollar business: create a 10x product +…Apr 21Apr 21
A few “Sell Work, Not Software” updated thoughtsI am grateful for all the conversations I’ve had with founders tackling “sell work, not software” opportunities.Jan 23Jan 23
AI startups: Sell work, not softwareFor the past 25 years, application software startups have had a singular focus: increasing company and employee productivity. AI enables a…Aug 23, 2023Aug 23, 2023
How to escape competition — Building enduring application-level value with LLMs[Experimenting with the Substack/Medium cross post.]Apr 24, 20231Apr 24, 20231
Feedback loops, and Google’s home-field advantage with LLMsWhen I was at Pinterest leading product for the Discovery team, we started to leverage deep learning for our recommendations. It was always…Feb 11, 20232Feb 11, 20232
Startup weapons against ChatGPT: focus and a tight feedback loopIn my last post, I explored the possible bull case for ChatGPT eclipsing Google’s dominance. But I tipped my hat also at what I think is…Feb 2, 20233Feb 2, 20233
Thinking through the Bull Case for OpenAI’s threat to Google’s dominanceChatGPT’s interface is to say the least, bold. A chat interface is unbounded in the requests you can make, and the nature of its singular…Jan 24, 20232Jan 24, 20232
How to compete against an incumbent: change the atomic unit (even in social)I’ve written before that to compete against an incumbent marketplace, re-imagine the atomic unit.Jan 18, 20233Jan 18, 20233
Find a fast current, not a large body of waterOften we talk about markets as if we were speaking about a body of water — a description of the size or depth.Jan 11, 20233Jan 11, 20233