The Buy Window
More software will be built than ever before. Less of it will be bought.
Jack Arenas
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The Hidden Cost of Kingmaking
The strategy that kills more companies than it crowns.
Don’t Go Full NPC
The case for thinking through it yourself
The Stoic Founder
On the difference between conviction and stubbornness
Not Every Company Is Built for the Big Leagues
Run the math before you buy the myth.
Asymmetry of Verification
The reason AI progress is uneven.