ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.

We’re witnessing a planetary-scale, decentralized drunk driving experiment, and boy is it getting bad out there. To describe what I mean, let’s use an analogy.

Taste If you spend any time in the Valley, you've heard the discussion about how, in the age of AI, the only thing left is "taste". But no one has defined what that means.

In my last post, I wrote about recursive self-improvement and the end of static software. The core idea was: The next durable advantage in software will not come from having access to the same AI models, cloud platforms, engineers, or tools everyone else can buy.

Now that companies are laying off tens of thousands of consumers due to efficiencies from AI, how is the economic engine going to keep working if those same companies are downstream from consumers paying for goods and services? Is there a solution to economic collapse due to the proliferation of AI?

What makes a good customer? What makes a bad customer, and how do you become a good one yourself? In nearly every business, it's assumed that you should take every possible customer you can get, because Growth. But what if one of the first things you do as an owner or manager, is determine what make

What is Generative Hardware, and are we close to productizing it, or are the capabilities far away? What needs to happen to commercialize this as a business offering? History of Adaptive Interfaces You're familiar with Gen AI. You type in a message and get a response, in the form of text, image, vid

What are go-to-market puzzle pieces and how do we find product-market fit fastest and with the highest probability of success? The puzzle piece is the perfect metaphor for product-market fit. One puzzle piece fits perfectly with another puzzle piece.

Does having prior experience in a specific industry matter for driving profitable growth for a firm in that industry? Background There aren't that many people in the world who can say they've worked across nearly every industry and can back that up with 1,000 customers and clients, at various levels

How is private equity currently being disrupted, and what is the new playbook to creating value in a much more competitive, fast-moving, global environment? We've worked with numerous Private Equity investment funds, their portfolio companies, the startups they acquire, and the Fortune 500 strategic

"What is the product for growth?" Most of the products in the world today have a mission: to extract as much money as possible from you and provide some kind of utility in exchange, which helps get you over the purchase threshold. But there aren't many products with a mission to help you grow.

Apple's updated product growth strategy is becoming clear: Vision Pro -> Vision Air MacBook Pro -> MacBook Air iPhone Pro -> iPhone Air The physical difference is thinness. The capability difference is in battery life and cameras.

Overview YouTube Video Presentation Google Slides Doc Background: Project Bitcoin - Product Growth Strategy Contact Sean for further discussion Sean presented a comprehensive overview of Bitcoin's product growth strategy, focusing on AI paywalls and the transition from strategy to product developmen

Resources YouTube Video (34 minutes): https://youtu.be/zrd8x6ubd8Y Google Slides Deck (for comments/discussion): https://docs.

Below is a link to a full hour-long podcast episode produced by a friend in the space, where we discuss artificial intelligence, finding your fascination, maintaining cash flow during difficult operating environments, niche markets vs saturation, the risks you don't see coming, and how the intersect

In this memo, we discuss the different approaches companies are taking to incorporate emerging tech solutions into their existing businesses and products.

In this memo, we describe what AI Agents are, how they're using similar sub-systems as cryptocurrencies, and how they are work together.

In this memo, we describe the current state of artificial intelligence practical use cases by consumers and the enterprise.

In this memo, we describe a core business model framework you can use to drive revenue for your organization.

In this article, we describe how small world networks will develop within augmented reality experiences and how they will be powered.