Are you a must-have?
Steve Jobs famously called Dropbox a “feature, not a product”, as it turned out it didn’t matter. Dropbox was a must-have.
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AI Charts of the Week
A few charts that caught my eye this week in lieu of the usual longer form post. They touch on different corners of the market — enterprise AI adoption, software's share of productivity gains, and vertical software sales performance. 1. The most common AI use cases and barriers to
Applying Cloud Lessons to AI
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?
January Reads
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
Move Fast and Break Nothing
“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