We're entering the JIT software era.

This is the SaaS innovation prescription. Bitter pill to swallow, maybe. But Schumpeter comes for all.

Spent an intense week meditating with Shreyas Doshi on all things product. He might be the Marcus Aurelius of product thinking. It's a journey, and as Arthur Ashe says: "Start where you are. Use what you have. Do what you can." The teacher has appeared, will you be a student?

New acquisition!

How many times do I need to re auth MCPs?!! I do need to be tested, I do it plenty of times with Okta.

This is real. It's not yet April 1st.

Autonomous businesses are here, just unevenly distributed.

What chart sorcery is this! Love it.

Ouch, the classic option pool shuffle

The answer to what happens when you turn paid marketing spend to $0 is very telling

step by step but ferociously Amazon has built an operational excellence moat, what an amazing accomplishment

I love this and can't wait to try it! I'm calling this category Bureaucracy intermediating as a service or BiaSS

Especially salient w/ AI in the mix, it is all about subtraction.

The art of building great products is to know exactly when to build that faster horse and when exactly to build the automobile. FWIW, many times the answer is the faster horse.

Excel is the best software ever built. Purely because *anybody* can use it. It is as Lindy as it gets.

Nice example of bike shedding

Incisive piece on how the industry treated SBC as non-cash and overlooked the fact that accounting profit is but an opinion, free cash flow is where it is at.

I keep thinking about the "autonomy slider" concept that Andrej Karpathy coined. Software products that make it easy for humans + agents to successfully complete the "right" jobs while also making it hard for them to do the "wrong" things will have a huge advantage.