Strategy, operations, AI, and company-building
I study how operators, companies, and AI systems actually work.
Essays, profiles, and daily reading notes on strategy, operations, AI adoption, business systems, and GTM.
Popular Series
Series worth starting with.
Recent Profiles
People worth studying.
Profile
7 min read
Lessons from Evan Spiegel
Lessons from Evan Spiegel Evan Spiegel co founded Snapchat and popularized the idea that digital messages should delete by default to mimic spoken...
Profile
8 min read
Lessons from Jason Lemkin
Lessons from Jason Lemkin Jason Lemkin founded EchoSign and built SaaStr into the largest community for software founders. He defined the standard...
Profile
9 min read
Lessons from Brian Armstrong
Lessons from Brian Armstrong Brian Armstrong co founded Coinbase in 2012, writing software to simplify buying and storing cryptocurrency. He later drew...
Research & Deep Dives
Market, company, and research maps.
Deep Dive
Lakehouse Analytics Platforms: Snowflake Databricks ClickHouse and Open Table Formats — Industry Deep Dive
Lakehouse analytics platforms Executive summary The old warehouse versus lakehouse argument is no longer the most useful way to read the market. The...
Research Explainer Prompt Tuning Stops Working When the Workflow Is the ProblemFAPO uses Claude Code to optimize multi-step LLM pipelines by inspecting intermediate failures, trying prompt fixes first, and changing the workflow only when evidence points to a structural bottleneck.
Research Library Browse the full research layerIndustry maps, company deep dives, papers, reports, and technical shifts worth understanding.
Book Notes
A reference layer from books worth revisiting.
Book Notes
11 min read
Book Notes
9 min read
The Rational Male - Preventive Medicine: Book Summary
Book Notes
8 min read
Stray Reflections: Book Summary
PDF Libraries
Durable essays packaged for offline study.
Daily Digest
Notes worth saving.
Digest
6 min read
Daily Digest - 2026-06-24
Digest
6 min read
Daily Digest - 2026-06-23
Digest
6 min read