It’s probably not a surprise that the questions at the top of my mind (at least the investing ones) right now all revolve around AI. What’s the risk of AI disintermediation? How will AI impact the company’s business model? Does this company have a moat around AI?
A short, but hopefully valuable, post this week as I look to keep my 10 week writing streak intact. This week was full of travel for work so I didn't have the morning routine that eventually leads to a post. For this week, I'm passing along
“It’s fine if AI messes up an email, it’s a disaster if it causes a power outage.” If you want to know why the adoption of AI will be slow within critical industries, that one sentence from a recent conversation I had sums it up pretty well. Generative
Yes, I rolled my eyes at the title, too. But stay with me here and acknowledge that I am thinking out loud. Vibe coding took the world by storm over the last 12 months. It placed the power of software engineering in the hands of everyone. It changed how we
Sometime in 2005, Bob Iger and Steve Jobs sat down in a room together to discuss Disney acquiring Pixar. Iger recalled Jobs' initial reaction and the initial list of cons they laid out on the whiteboard in Cupertino. * Disney will destroy Pixar's culture * Disney will kill Pixar&
For the last year or so, I've been a skeptic of AI. Most of my research had been on the side of "what happens when bubbles pop" and reading about the aftermath of railroads (1873) and telecom/fiber (~2001). From my experience, AI was mostly a
At the end of each year I go through a few books, podcasts, and quotes that serve as refreshers on how I want to execute during the year ahead. Those resources range from practical (Atomic Habits, Essentialism, favorite podcasts, etc.) to corny and over the top. This week’s post
One dot's a data point, two dots make a line, and three dots create a trend. This week's post is more about showing up and creating momentum when it comes to writing more. Last week I wrote about reading. This week, I’m sharing my favorite
“You will leave here with the same degree, the same network, and the same starting point. Where you finish will be determined by who keeps reading, who keeps learning, and who refuses to quit.” For some reason, this insight stuck with me more than anything I learned in grad school.
Inspired by the idea that there’s no such thing as a New Year’s Resolution, only habits you either keep or don't, I’m feeling the urge to make writing part of my weekly routine again. There's no time like the present. I'm
It’s hard to argue with the results of Thoma Bravo over the last decade. They’ve become one of the largest private equity firms in the world, they’ve won some of the biggest deals in recent years, and they’ve returned capital to their limited partners (or customers,
I’ve always believed that solving climate problems requires economic benefits, not just social ones. As much as we might wish otherwise, social benefits alone rarely create enduring success. This conviction stems from starting my career in renewables in 2007—right as the fracking boom took off—and then watching