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Recent Notes

  • 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
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    Cross-border payments in ~1,000 words
    2024
    Pricing payments in vertical software
    2024
    verticalsoftware.fyi
    2024
    Invisible asymptotes in vertical software
    2024
    Price and shape risk that others can't or won't