Whoopsie, I may have gotten a little excited
The next big disruption in software is here, and it understands what you’re looking for better than you do
The Pricing Power Flex
Apple has a hit on its hands. Will it seize the opportunity?
Clarifying the murky middle ground between Gross Profits and Net Income
What drivers think of AB 5, why it was written, and the pricing differences between services
Can AI agents make you a billionaire?
Who owns the output of AI—the machines or the creators?
I'm going full time on Napkin Math
The Unity Conundrum
My quest to find Jesus Christ with a Gulfstream
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
The market failures damning content to ever increasing sensationalism
What America's Oldest Jeweler Can Teach Us About the Value of Bling
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
The newest SaaS company to hit the public markets
A layman’s guide to bankruptcy
Polls and pundits don't do a good job of predicting election results. But what about prediction markets? In this post, we discuss what makes a good market and what could cause it to be wrong.
Let’s talk about the tech world’s relationship with video games
AI imagery is more popular, more powerful, and less harmful than you think
When everyone’s a streamer, nobody is.
Remora, The Bureaucracy Buster
The newest wave of AI research is changing everything
