Investing

Context Gravity

How AI startups can build defensible products

Investing in Gentrace

Intuitive LLM evals for product developers

Ambient devices; ambient apps

What does ambient computing look like in practice?

Unbundling consumer search: query-interface fit

In consumer search, one size does not fit all

Outcomes-based pricing

How outcomes-based pricing aligns incentives between AI startups and customers.

The Augmented Web

Three ways AI is changing our web browsing experience

AI agents as a new distribution channel

AI agents are the next big product distribution channel

Horizontal tools, vertical UIs

How user-defined custom UIs change the design and economics of SaaS businesses

In defense of thin wrapper startups

Platforms are discovered, not built

Investing in Ampersand

Ampersand is powering the shift from systems of record to systems of action

Missing abstractions

A brainstorming framework

What developer products can learn from language design

Programming languages and developer products have similar adoption drivers

Notes on developer product adoption

A non-brute force guide to thinking about developer product adoption

No one knows the future, some people know the past

Why timing matters when building a startup and how to answer "why now?"