Month: February 2025

  • Technology Business or Technology Enabled Business?

    Technology Business or Technology Enabled Business?

    Over the past few years I’ve had to rethink my understanding of the underlying finances of a business. This is necessary when developing your investment thesis. FinTech is a good example. If you look at the trajectory it shows what people are discovering. A NeoBank that was treated as a

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  • Extractors and Fillers

    Extractors and Fillers

    Steven Freidkin posted about the tension you find from being in the privileged place of being good at solving problems that also counterintuitively will bring you more problems to solve.

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  • Empty Space

    Empty Space

    How redlined are you?

    Empty space is one of the best gifts you can give yourself. Some call it shower time, I think in terms of social gears where this is gear 1. It’s a big deal. It’s in those moments that your brain is able to

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  • Robot Overlords Are Coming

    The other day my app that manages my keyboard had a new button show up for an ai prompt builder. So now my keyboard has ai. 🤦‍♂️

    Definitely not going to all be murdered by robots. 🤫😅