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19 September
Structural engineer and senior infrastructure fellow at the Institute for Progress; writes Construction Physics on why physical things cost what they cost.
15 September
Writes Slow Boring, a near-daily newsletter on American politics and public policy; co-founded Vox in 2014 and left it in 2020.
11 September
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
8 September
Writer of Lenny's Newsletter and host of Lenny's Podcast, covering product, growth and career in tech. Previously a product lead at Airbnb. Also an angel investor and advisor.
From the outside, Cursor shouldn't have worked. They compete against the most well-funded and fastest-growing companies of all time, and *sit on top* of those same competitors to power their product. WAT. I asked @romanugarte_ (employee #15 at @cursor_ai) how Cursor pulled it off. Roman's answer: They didn't focus on moats. They obsessed over building something useful today. 👇 Quoting @lennysan Grok @Bot is the hottest new AI product in the world right now. I'm absolutely hooked. It all started a few months ago as a tiny team holed up in a separate part of the office, building from scratch. Four weeks after the first line of code, the whole company was obsessed. Three weeks later, it laun… Related
CEO of SafeGraph, host of the World of DaaS podcast, and author of the Summation newsletter; previously founded LiveRamp.
new summation pod with @asenkut, founder of Felicis and Google's first product manager, who was early in Shopify, Canva, Notion, and Adyen. we get into why the best companies come from the places nobody's looking, why moats are dead AND alive, and how a company now gets to a billion in a year. youtube.com
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4 September
CEO of SafeGraph, host of the World of DaaS podcast, and author of the Summation newsletter; previously founded LiveRamp.
What do we do if moats are getting shallower? How should tech companies respond? moats are getting shallower. Used to be that you would build software and you build these really deep moats around it, make it very hard for customers to switch. but AI is increasing the power of the customer, making customers much more powerful because they can easily switch from one to the other. so how should you react if you're a tech company? If you think of the moats analogy, there are two types of ways of aligning your army: - You could be aligning your army to DEFEND, in which case you're building moats,… JavaScript Related
31 August
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
If a business has earned returns on capital substantially exceeding the opportunity cost of capital for a period of years(eg, > 5 years), it has a moat. The test is math based. An assertion that NVIDIA, TSMC other businesses don't have a moat and that moats can't be created in the future makes me giggle. morganstanley.com
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23 July
Economist; Ronald A. Kurtz Professor of Entrepreneurship at MIT Sloan, former chief economist of the International Monetary Fund, and co-author of 13 Bankers and Power and Progress.
Bipartisan Sanctioning Russia Act: would impose meaningful mandatory sanctions + targeted tariffs. An excellent idea whose time has come. Hopefully, Congress will pass and the President will sign soon Russia Related
9 June
Historian of maritime strategy at the US Naval War College; wrote The Wars for Asia and works on why continental and maritime powers fight differently.
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Sanctions are like economic chemotherapy. What you're doing is presenting preventing one or two percent growth per annum even with leaky sanctions, right?
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3 April
Software entrepreneur who bootstrapped and sold FeedbackPanda and now builds Podscan; writes The Bootstrapped Founder.
4 May 2023
Brazilian-American staff software engineer working on platforms, AI and developer productivity. Writes about engineering and his setup at ivansantos.me.
19 September 2021
Brazilian-American staff software engineer working on platforms, AI and developer productivity. Writes about engineering and his setup at ivansantos.me.
When did AirBNB get more expensive than hotels? Lol, I think I’ve not received the memo :P Related
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