Frameworks, charts, and first-person takes on energy, tech, and investing. Partner at Energize Capital.
28
Aug

The Interface Was Never the Moat

2 min read
07
Jul

Constraints and Ambition

2 min read
07
Mar

When Services Start Looking Like Software

4 min read
22
Feb

AI Charts of the Week

3 min read
15
Feb

Applying Cloud Lessons to AI

8 min read