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Recent Notes

  • 2026
    Fintech's moats don't compile
    2026
    Vertical software already won the context graph
    2026
    The thermodynamics of risk
    2025
    Your data model is your destiny
    2025
    Why VC and software have PE envy
    2025
    Vertical AI: Beware what you wrap
    2025
    Stablecoins in 1,000 words
    2024
    Cross-border payments in ~1,000 words
    2024
    Pricing payments in vertical software
    2024
    verticalsoftware.fyi