Silicon Valley Startup Interests Still Misaligned After 15 Years
This post is 15 years old and still true as ever today. Interest Misalignments in Silicon Valley Startups https://t.co/DuSUTOvMRn
Exploring the Mythical Engineering Productivity Metric Webinar
Please join Dan Teodosiu and me next week for a webinar that explores the search for the mythical engineering productivity metric. Bringing together a former CEO/CMO and CTO to discuss this topic only serves to make it more fun. See you there...
WordPress “Downgrade” Button Launches Support Chat, Not Downgrade
Clicking "downgrade" on Wordpress doesn't downgrade you but starts a chat with a "happiness engineer." https://t.co/FgT3H7VaaL
Corporate AI Mirrors Great Leap Forward’s Flawed Ambitions
Superb piece that likens corporate AI adoption to The Great Leap Forward in China from 1958 to 1962. Find out what agronomic pseudoscience, bad metrics and reporting, and sparrow killing have in common with AI inside corporations. The AI Great...
Future Generations Will Judge Us for Warming Earth
I wonder how future generations will feel about us warming the planet to do this https://t.co/Ir5ehRW3Pv
From Seat Licenses to Outcome‑Driven Software Execution
Enjoyed Devin Mathews’ “ghost of software” piece — thoughtful, provocative, and directionally right. Devin’s a strong writer and keen observer, and I especially like how he bridges operator and financial perspectives. The shift from seat-based software to outcome-driven execution is...
OpenAI Nears $1 Trillion Mark Among Elite Titans
Felt like a good day to remind ourselves that there 12 public companies with a market cap >$1T and are here are some high-level financials on them. With today's announcement, OpenAI is worth ~$0.9T. (Data from Gemini.) https://t.co/44feWVSf4X
Prioritize Effectiveness First, Optimize Efficiency Later
First, be effective. Then be efficient. A lot of startup founders worry about the second before the first. If you're a well-funded startup, be effective first. We can always optimize for efficiency later. But Lord help you if you...
Use AI for Drafts, but Own the Final Output
There’s a question I’ve been mulling for a while now, and I think it’s time to write it down: when is it okay to use generative AI in a given business context, and when does it cross a line? I’ll...
True Power Lies in Mastering One's Own Mind
On introspection. Confucius: “He who conquers himself is the mightiest warrior.” Augustine: “Return to yourself. In the inner man dwells truth.” Descartes: “I think, therefore I am.” A9: "Nah" https://t.co/2yXmR340OH
VT100 Debuted 1978; VAX 11/780 Defined 80s Computing
The VT100 came out in 1978 but I get your point on CLIs. (VAX 11/780 was the computer for the 80s in 1978.)
Read This Acquisition Guide Early to Avoid Heartache
This book has a few too many TLAs (three letter acronyms) but it also contains valuable street wisdom in thinking about selling your company. Read it now, years before you want to sell, and save yourself time and heartache. Magic...
Executive Bonuses Should Reward Revenue, Not Stock Hype
I get why companies do it, but ... me no like incenting executives on stock price / market cap as opposed to operating metrics like revenue and profit. They can miss their target and multiples expand enough the bonus stil pays....
Treasury Declares U.S. Insolvent, Media Overlooks Crisis
Do what you do best. The Treasury just declared the U.S. insolvent. The media missed it https://t.co/8cCbpiK9a8
Foodies'
If you're a foodie or a francophile you have to see this movie. The opening scene, in an odd way like 2001 A Space Odyseey -- 30 minutes of limited dialog not about the evolution of apes to men,...
Power‑Seeking Is a Choice, Not Human Nature
People aren’t all wired the same. Some chase power, some chase money, some chase purpose. What you’re seeing there is power-seeking behavior—not human nature writ large.
Former SEC Enforcer Clashed with Bosses over Trump Cases
Exclusive: US SEC's ex-enforcement chief clashed with bosses over Trump cases before leaving, sources say https://t.co/Z4sEYxud0H
Policy Failures Echo 1970s: Oil, Inflation, Endless Wars
The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB
B2B Marketing Meets Generative AI in Smart Conversations
Smart Conversations by Ian Howells: A Must-Read Book on Where B2B Marketing Strategy Meets Generative AI https://t.co/UnC81GtcYd
Rule of 40 Shifts to Rule of 60: Adapt Now
Why The Rule of 40 is Becoming the Rule of 60 -- and What You Can Do About It. https://t.co/PN2EcIhJ8S
Private Credit's Low Multiples Raise Concerns for Later Creditors
I've never quite understood this either. Private credit is first in line during liquidations and they often lend 0.5x to 2.0x ARR when the transaction happens. After a few years of growth that's often <1x ARR and probably...
Dreams Define Potential, Not Just Outcomes
Is a Dream a Lie if It Don't Come True? Founders, Aspirations, and Company Potential https://t.co/yEDCvfIafY
AI Misplaces Funnel Stages, Requires Manual Correction
Gamma 5, Dave 0 in the "funnel wars" where I have tried 15 different prompts to get it to point the marketing funnel downwards. Let's not forget that it actually re-ordered the layers as well, somehow putting conversion at...
Domo's $184M Market Cap Trades Below 1× Revenue
Domo is now a $184M market cap public company with price targets <1.0x revenue https://t.co/raThmSAagE
AI's Real Impact Shows at Chart's Bottom
Just in case you think AI is pure hype, look at the bottom of this chart https://t.co/GG9Z2iI0jR
Insider Information Essential for Functional Prediction Markets
Well, if this is true, you shouldn't regulate them. But if you don't regulate them then people without inside information shouldn't trade on them. So it should end up a tiny market of well-informed people all wanting to...