AI / ML
Archimedes' Lever and the π-Shaped Individual
Super leverage in the Age of AI
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Writing
Essays on building products, analyzing companies, systems thinking, and lessons learned from shipping software.
Consumer Social
Strava Research Report
Strava's growth and competitive landscape.
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DevOps
Docker Research Report
Docker's growth and competitive landscape.
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FinTech
Stripe Research Report
Stripe's growth and competitive landscape.
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Health & Wellness
Hallow Research Report
Hallow's growth and competitive landscape.
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AI / ML
Perplexity Research Report
Perplexity's growth and competitive landscape.
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