PinnedFrameworksA successful framework distills the complex, and in that distillation, gets to a timeless insight. That’s always my aspiration, to varying…Sep 28, 2020A response icon7Sep 28, 2020A response icon7
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 2, 2024A response icon1Apr 2, 2024A response icon1
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 23, 2024Jan 23, 2024
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, 2023A response icon1Apr 24, 2023A response icon1
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, 2023A response icon2Feb 11, 2023A response icon2
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, 2023A response icon3Feb 2, 2023A response icon3
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, 2023A response icon2Jan 24, 2023A response icon2
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, 2023A response icon3Jan 18, 2023A response icon3
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, 2023A response icon3Jan 11, 2023A response icon3