Category: Musings


Musings #10

Generative AI, Growth vs Value, Adoption Curves of Pandemic Darlings...

It has been the starting point of an explosion of use cases and applications built on top. Read more...

Musings #9

Innovation and Moonshots, Seeing the Present, Substack’s Reader...

It is rare for companies to have “second acts”. Most companies have a hard time organically expanding beyond their initial product area. Read more...

Musings #8

CAC is Not the New Rent, Visualizing Data without Oversimplifying...

Instead, a better principle is to respect the user. Assume some level of capability and you’ll be rewarded with those types of users. Read more...

Musings #7

Design as a Negative Signal, Intensity Delta Addendum, Winning...

If you build an innovative product or MVP and it is ugly and clunky, but people still love it for the core function, you’re probably on to something. Read more...

Musings #6

Step-Change Change, Things not Experiences, Founder Ownership...

It is even more delightful when that something is a mundane or regular occurrence, because that’s when the effect of a step-change is greatest. Read more...

Musings #5

Simplicity in a World of Overdesign, A Better Search Engine, Visualizing Income Statements...

I don't say that to be pessimistic. In fact, I'm optimistic about the way userflows and modern design aesthetics are trending towards more simplicity. Read more...

Musings #4

COGS of You, Guest Passes, IPO Letters…

I have often wondered why we don't have three statement financial models for individuals. If that is such a great way to account for a business and analyze it, why not for your personal wealth and income? Read more...

Musings #3

Interestingness, Concentration, Silence is a Luxury Good…

But consumer behavior is heterogeneous. There is a reason why people don't pay the airport lounge fee and why 57% of Spotify MAUs are ad-supported. Read more...

Musings #2

Third-Level Thinking, Customers as the Economic Unit of Value, Hairy Charts...

Generally, it is how management of a company should view its business and it is how investors should model and value a company. To paraphrase a professor of mine: customers are the rows on your spreadsheet, not products or business lines. Read more...

Musings #1

Customer Economics, Music Monetization, Membership vs Subscription...

The more a company taps into some sort of identity, community, or status element, the more likely customers are going to stick around. Read more...