VC investor Sarah Tavel suggests that LLM-based software companies should avoid selling end-user productivity, and instead sell a complete work output. ~ learn more
Basecamp cofounder takes a bite out of his unprofitable competitors in this recent blog post. “The venture capitalists who invested in Asana, Monday.com, and Smartsheet surely all made out like bandits when these unprofitable software companies went public. Now every […]
“Anduril is a rare, paradoxical creation, Mario Gabriele argues: a defense contractor that moves like a startup, a software business disguised as a seller of hardware, and a weapons manufacturer, in pursuit of peace.” | learn more
This post talks about 21st century defense contracting, and what it takes to succeed in this business. “Startups and venture capitalists want to win lucrative government contracts…. But success is limited for software-only companies.” | learn more
This is the fourth and final part of the “What’s different” series. It has been a very interesting read. It paints a picture of an exciting time for humanity. One excerpt that really grabbed me about AI and the power […]
The first of a four-part series. “When I think about what is different in the world of genetic technologies, I think about Sequencing, Synthesis, Scale, and Software. … Incredible things are now possible at the intersection of these areas. The […]
Benedict Evans muses on what happens next. “Walmart was built on trucking and freeways (and computers), but Walmart is a retailer, not a trucking company: it used trucks to change retail. Now people do the same with software.” | learn more
The note-taking software with just over $1 million in revenue just raised money at a valuation that raised many eyebrows. “How the tool for networked thought can grow into its $200m valuation.” | learn more
This is a short and interesting read. “Patio11’s Law: The software economy is bigger than you think, even when you take into account Patio11’s Law.” | learn more
Productivity software (e.g. Dropbox) and collaboration software (e.g. Slack) have long been separated. This post discusses how the next step in software combines the two, “and why the Slack of Gaming may be Discord but the Discord for Enterprise is […]