Macro

Talented founders spot currency others walk past. The rarer skill is knowing which bills are worth the trouble.

An n of 2 experiment on the founder journey, 2016–2026.

What does success actually look like after the deal closes? Unlike paper valuations, DPI doesn’t lie.

The right founder clears regulatory hurdles that take outsiders years to copy, and owns the category while they catch up.

The best hardware companies now run like software businesses with a physical wedge into your home.

Resistance to AI runs on emotion, not aesthetics.