Archive

The Data Moat Ladder

Part 2 of Investing in Applications: Data Moats

The 4 Enduring Models

Part 1 of Investing in Applications: Software Differentiations

Not All Verticals Are Built the Same

Not all markets are equally verifiable. And that difference matters.

Don't Sell Software, Sell Transformation

Case Study: How EliseAI Turned Centralization Into a Moat

Context Graph in 1200 Words

The Missing Substrate for Systems of Action

NewFront: Tech-Enabled Insurance Platform Success

How NewFront Succeed in Insurance, where most tech platforms fail?

Fever: The Quiet Entertainment Unicorn

How Fever built an ecosystem with its proprietary media, marketplace and merchant tools

Vertical Breakdowns Predictions in 2026

Structural Shifts in Vertical Platforms in 2026

Vertical Breakdowns 2025 Year-End Letter

A Quick Recap and Reflection on Vertical Breakdowns + What’s Ahead in 2026

Vertical GTM Strategy Blueprint