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A Level Headed Look at State of Software
Agents will remove friction, but who are you buying agents from?
Feb 23
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DB
60
2
2
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How Equity Works
In the past week, the Windsurf deal has put employee equity in a spotlight.
Jul 16, 2025
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DB
25
How Sustainable are GenAI Unit Economics?
A lot is riding on AI being a sustainable business so I attempted to estimate the unit economics of the core business of GenAI as it stands today.
Jul 7, 2025
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DB
3
Software Toolkit for Generalists (pt 3)
Modeling Nuances
Jun 6, 2025
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DB
22
4
1
Software Toolkit for Generalists (pt 2)
Business Models
Jun 1, 2025
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DB
15
Software Toolkit for Generalists
Part 1: Taxonomy and Fancy Words
May 31, 2025
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DB
13
1
Cloud Penetration
Thought I’d share some of the work we’ve recently done to calibrate the total level of cloud penetration across apps and infrastructure.
Mar 5, 2024
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DB
12
2
Introducing the ShitCo Index
Def. not investment advice
Mar 19, 2023
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DB
24
2
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DB Software Musings
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