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The quiet compounding of honest work
Reps don't trend on a quarterly chart. They show up in year ten. Notes on building habits that pay back slower than you'd like, but bigger than you'd guess.
An apartment is a real studio
You don't need a brand, an office, or a press list to ship things people use. A small kitchen table beats most accelerators we've sat in.
We're entering the small-software era
AI made distribution the bottleneck, not engineering. The next decade belongs to two-person teams that ship narrow, useful tools — and the consumers who're tired of bloat.
Ambient is the new mobile
Screens were the wrong endpoint. Notes on where attention is migrating, what gets built for it, and the consumer behaviors that signal the shift is real.
Index on founders who ship, not founders who pitch
The cleanest signal in a first meeting is whether the product exists. Investors who optimize for that signal get better at picking, faster.
Portfolios that compound, portfolios that decay
Most concentrated bets fail not because the thesis was wrong, but because it stopped being maintained. A piece on what active stewardship actually looks like.