notes & upside

7 powers and defensibility in the software era

May 31

What I'm excited about in data tools and infrastructure

Feb 11

IPOs, frameworks, and networking

Dec 15, 2020

How Twilio has become a $45B business and why it won't stop there

Oct 12, 2020

Etsy stock has skyrocketed, and will continue to be an important ecommerce player

Jul 1, 2020

How Microsoft's latest acquisition fits in to its RPA and product strategy

May 28, 2020

What's wrong with online travel booking & what might change?

Apr 25, 2020

How startups will transform labor markets in tough economic times

Mar 26, 2020

The future of software centered around Slack, Teams, etc.

Feb 10, 2020

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