Some [infrequent] Writing

Wrappers

July 27 2020

SaaS businesses (particularly ones for technical users) sometimes have to deal with a vocal outcry that their product “is just a wrapper around” something. The implication is that ‘a wrapper’ is inherently not valuable, and it’s impossible to build a great business around such a product. This logic is a...

The Markdown Test

January 15 2020

// NOTE: this post serves as an open request for feedback as I try to articulate the edges of a thesis I find compelling. I need to pressure test it, so please send me your thoughts! As an investor, I am focused on what I think of as ‘technical tools.’...

Tools I Learned in 2019

January 09 2020

For the third successive year, I’m doing a quick digest of what tools I used for the first time in the past year. I subscribe to the idea that your capacity to be productive (as an individual, team, firm, or society) will asymptote relative to your ability to utilize (and...

Unbundling AWS

September 11 2019

Over the past year, I have spent a lot of time digging into cloud infrastructure and technical tools as a space for investing. One of the emergent behaviors of technology trends is the accelerating advantage of being a winner, played out with network effects or scale effects (or both!). Since...