Writings
Thinking on AI, early-stage investing, and go-to-market. Written from the operator's seat.
May
2026
2026
Investing & GTM
Building Got Easier. Selling Didn't.
AI makes it easier to build software. It does not make customers care. That distinction is going to matter a lot, and the market hasn't fully priced it in yet.
ReadMay
2026
2026
Investing & GTM
Execution Is Getting Cheaper. Judgment Is Not.
AI is making it easier to build. That makes taste and distribution more valuable, not less. What I look for when evaluating AI-native companies.
Read