at cockroach labs we raised $650m sometimes we’d crush competitors not with product but just by flooding the market with cash that’s the harsh truth of competing with vc backed companies. if you don’t have the same financial firepower, you don’t even get to play the game

my first time witnessing andrew’s genius first hand was at coursera. wild to see how right he was on so many revolutions he was handing over coursera and he was already deep into ai don’t bet against andrew!

one of the first victims of ai could be software like the bloomberg terminal yes i know, the tech is not solely what people look for in the terminal aka the network, access to other players etc but still, for a long time, the bloomberg terminal praised itself on its software

i honestly thought it was someone making fun of them, but no it’s real

NDAs should only be signed to have access to security data imo if you need an NDA to share your trillion dollar idea then it’s not a trillion dollar idea ideas are cheap, execution is not

ARR has to be the most misunderstood metric of our time

“Pessimists sound smart and optimists make money” Nate Friedman

Arize AI, good product?

and it begins: $500k ransom asked by hackers after using claude code to access companies’ data

one thing i learned in business is there’s many, many ways to be successful the companies with lower revenues might not even show on the map, but i guarantee you there are dozens of multi-million dollar opportunities for employees (via equity) in there people would be amazed if

any wakeboard practitioner ? i suck big time

in go-to-market teams, the most underrated skill is simply getting the job done sounds obvious, but it’s shocking how rare it is coordinating across people, chasing docs, pulling legal through, yes maybe a lot of work, yet this is the job a lot of people think their value is

one thing i gotta say about gpt5, is i don’t feel it chooses the thinking mode enough lots of my requests numbers/maths focused get instant answers when thinking was needed

most people will probs disagree but it is indeed a larger jump

i’m sorry you can’t beat european food: french, italian, greek nothing comes even close

storytelling is what drives businesses the reason why is people need to identify to peers so they feel confident enough to buy when you’re a seller, do not say please buy our product cause it do xyz features but rather say, usually organisations that buy our product tend to

genius or villain?