Insights / Business
Business
On building and funding startups: fundraising mechanics, pitch decks, go-to-market, and the operating decisions that compound.
6 essays
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The Entrepreneur Extinction Event (And How to Be the Asteroid)
The entrepreneur extinction event: GPU scarcity isn't killing startups, it's rewriting the rules so solo founders outbuild teams with 50x their res…
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Are We Heading Off Of A Cliff?
From Microsoft Azure to AWS to Climate Corp: why infrastructure automation keeps going obsolete, and why infrastructure as code won't save us.
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There Has To Be A Different Way
We saved millions automating cloud infrastructure, then watched the gains regress in weeks. Why I founded Magalix to rethink DevOps with AI.
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Looking Ahead – Episode #1 With Timothy Chen
My conversation with Essence VC's Timothy Chen on cloud complexity, Kubernetes, and whether AI can take infrastructure operations to the next wave.
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Prioritize Impact and Maximize Energy
Stop optimizing your to-do list. Use the 5-WHYs to find the one milestone that matters, then build an environment that makes you work on it daily.
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The Impact of Economic Cycles on Venture Funding
The impact of economic cycles on venture funding: how expansions inflate startup valuations, downturns reset them, and what investors should ask at…