Writing
Writing
- 2026-09-24How AI Companies Will Get Acquired: A Founder's Guide to Exit Value
- 2026-09-21the prediction economy (3/4): everyone is watching the wrong number
- 2026-09-14the prediction economy (2/4): the player becomes the house
- 2026-09-07the prediction economy (1/4): the moat is moving
- 2026-08-04the third evolution of software pricing - prediction economy
- 2026-07-29The Prediction Economy
- 2026-07-13the next billion dollar company won't be monetizing their customer
- 2026-07-06Roll Up or Build: Why Emergence Capital Is Wrong About AI Rollups
- 2026-06-29Who's Buying Distribution (And Why)