Founding Dots, backing Hopin and TIER, and what it is like to work with Tencent
Checking in on a (still) underrated category.

October 2020

Two new posts and a new website

August 2020

SaaS lessons from Warren Buffett, the best seed pitch ever, and key questions about the future of bottoms up software...
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Introducing a new series of compilations sharing the stories behind the world's most interesting and important companies.
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July 2020

Why aligning incentives with your customers is key to capturing the value you create.
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How the world's most successful companies gained power
Why the next McKinsey, Harvard, or Benchmark might start on Substack, with a Teachable course, or as a podcast
The driving insight behind Nike, TikTok, and Figma.
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June 2020

A framework for analyzing the catalysts of emergent demand
Ushering in the Metaverse of Health.
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Organizing for InnovationListen now (17 min) | This audio essay explores how corporations can empower new people with new ideas to drive more inclusive growth. You can read the…