AI InfrastructureComing soon
Where durable value accrues in the AI stack
Model capability is commoditising quickly. We examine which layers of the stack retain pricing power over time.
Insights
Perspectives on technology, ventures, and building.
Notes on the areas we spend our time in. New writing is published periodically.
SaaSComing soon
What makes a small software business worth continuing
Retention, distribution, and a maintainable codebase matter more than growth rate at this scale.
Developer TechnologyComing soon
Developer tools as a distribution strategy
Adoption inside engineering teams remains one of the most reliable paths to enterprise revenue.
Venture BuildingComing soon
From MVP to product: the unglamorous middle
The gap between a working prototype and an operable product is where most early ventures stall.