May192026
Why every AI startup is silently becoming a consulting firm.
The companies who said they were selling software are quietly selling forward-deployed engineers. Here is what changes when that becomes the explicit pricing model.
And what that means for the next five years of enterprise software pricing.
One free post on Wednesday · one paid deep-dive on Saturday · $15/mo for the whole thing
The companies who said they were selling software are quietly selling forward-deployed engineers. Here is what changes when that becomes the explicit pricing model.
Why founders should stop building defensibility and start building reasons for customers to want the next version of your product.
And one underrated thing they get right. A short letter from the road, after a week of conversations in Tokyo and Singapore.
A taxonomy. Four kinds of fit, three kinds of false-positive, and one rule of thumb that will save you eighteen months.
Six things that broke, in the order they broke. Lessons for any founder rounding the corner into the next stage.
I spent eight years at Stripe, two as VP of product. Before that I was at Stitch Fix and a startup that didn't make it. Now I write this newsletter and run a small fund.
I write because I have opinions and a slow internet day. If you have one too, you'll probably enjoy it.