New ARR Formulas in AI SaaS
Why AI application companies are hitting $100M ARR in months, what they actually mean when they say ARR, and whether the unit economics can hold once the subsidies thin out.
Essays
On thinking, life, and the questions worth sitting with.
Beyond Copilot, Cursor and Claude Code: The Unbundled Coding AI Tools Stack
The AI coding landscape has shifted. We went from 'just pay $20 for GitHub Copilot' to a completely unbundled stack where you mix and match your Provider, Model, and Tool.
The AI Revolution: Following the Path of Microchips and Cloud Computing
The artificial intelligence revolution unfolding today mirrors two previous technological waves that fundamentally transformed how we work and create. Like the microchip revolution of the 1960s-80s...
On Keeping a Notebook
Why the act of writing things down is worth more than the things written down.
Hustle Culture is Killing Us
Side projects, creator economy, remote work — the hustle got loud enough to move the median. This is what it costs the people who can't afford to keep up.