Building 0-1

The beginning is not with an idea but with the feeling towards an idea. Something you feel but do not know. It makes you anxious and gives you somersaults inside if you try to explain.

If you ignore this feeling it will go away, finding another soul open to its directions.

If you pay too much attention it will also go away, being made nervous by such... See more

The best lead generation companies usually have some combination of a distinguished and highly trusted brand and a proprietary channel or value proposition they use to acquire customers that competitors cannot replicate. These companies typically have staying power and defensibility, are highly differentiated, and immensely more valuable than compe... See more

Non consensus approaches to picking businesses

AI is like water.

Or more specifically, generative AI applications are like water. We've looked at hundreds of AI companies, and much like bottled water, many of them are the exact same under the hood.

This is just the reality: there will be 100 teams trying to do what you are doing, in the same way you are doing it. True tech differentiation in AI... See more

Just because a company is B2B doesn’t mean it can’t have the taste and style of a B2C company. People who work in companies are still people, and delightful experiences should be for everyone.