Business
Business: AI, teams, software and strategy.
Every article is dated, and every prediction is specific enough to be proven wrong. Most look two to five years ahead. Teardowns of other companies' strategies live here too — all teardowns.
LatestEssay · Oct 3, 2026
Recurring revenue is about to get a lot less recurring
Recurring revenue works because people sign up on impulse and cancel on procrastination. AI agents remove the procrastination. Great products will grow faster because of it, and poor products will churn faster for the same reason.
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- Sep 18, 2024How to Find Your Ideal Customer Before You ScaleYour ideal customer is the narrowest group that feels the problem most, can buy without a committee, and…
- Jun 12, 2024How to Tell if Your Startup Idea Is Any GoodA good idea is a painful, frequent problem that a specific group already spends money or time trying to…
- Sep 2, 2021Remote Work Exposed the Illusion of Measuring OutputThe fight over offices and remote work is really a fight about measuring output.
- Jul 28, 2020Why I Sold My Slack Stock After It Attacked MicrosoftI sold my Slack stock after its full-page ad aimed at Microsoft.
Team size
Org design, hiring and who sits on the team.
Operations
The loops a company runs on, and the parts that stay human.
- Jul 22, 2026AI-Native Companies Move Faster in Every DepartmentEvery department in your company is a deployment pipeline, and almost none of them measure lead time.
- Oct 15, 2011What 100,000 Customer Complaints Taught Me About GrowthI have read more than 100,000 customer complaints through a complaints site I founded.
AI and jobs
What disappears, what gets created, and who's caught in between.
Software
Which products survive the shift, and which become a database with a chat box.
Teardowns
One company, one strategy, one verdict.
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