The Next Generation of UI
People think a lot about how the iPhone changed our lives with the introduction of the app economy and how our lives revolve around this device. They think a lot less about the fact that it simultaneously killed off the dominant user interface we’d grown accustomed to for decades - the physical keyboard. I think we’re about to witness a similar paradigm shift, but this time it's the entire concept of graphical user interfaces that's on the verge of disruption. A few months ago, I wrote about ...
July 14, 2025The New Economics of Early-Stage Startups
Shrinkage After watching presentations from teams coming out of recent accelerator demo days, conversations with founders surprised me. The new normal was targeting $2-3 million raises at $10-15 million valuations—a notable shift from the $5 million rounds at $20-25 million caps that characterized previous markets. The driving factor wasn't market pessimism or lowered ambitions. Instead it was a reflection of a profound change in what it actually takes to build a profitable company today. Thi...
July 14, 2025A Million New Founders
We’re experiencing a profound shift in how software companies are founded, developed, and scaled, driven by the rapid advancement of AI models and sophisticated coding tools. Just a few years ago, launching a software startup required substantial capital, extended development timelines, and sizable teams of highly skilled engineers. It typically took months or even years before a viable product reached the market.
April 1, 2025Rethinking the Killer App Theory
From the Early Internet to Blockchain: How Utility Expands Markets In the early days of the internet, few destinations offered deeply engaging, everyday utility. Browsing was sporadic, and persistent online activity was rare. Services like AOL and Yahoo were entry points, but they lacked platforms that could anchor users for hours at a time. Facebook changed that by creating an ecosystem where users scrolled, connected, and interacted for hours daily. This unprecedented level of engagement ex...
December 20, 2024
