Thinking
Operator perspectives on GTM, Product, AI Transformation, and Fundraising. Written and recorded by someone who’s been in the room.
Why Your Channel Stopped Working (And It's Not the Reps)
The channel represents the customer, not the company. When it stops delivering, it's telling you something important - and a SPIF won't fix it.
AI
Tokenmaxxing Isn’t About Tokens. It’s About Catalyzing Transformation.
The conversation about AI keeps getting reduced to tokens - price per token, tokens per second, context length. The actual business question isn’t tokens. It’s what transformation those tokens catalyze.
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AI
Data Centers in Space: Musk Hype or a View to What’s Next?
Compute demand is outpacing earth-side power and cooling. Orbital data centers promise abundant solar and free cooling - at the price of latency, launch capex, and physics that doesn’t forgive. The trade-offs that decide whether the idea ships.
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GTM
The War for Eyeballs: Why Ecosystem-Centric Design Wins
The attention economy isn’t about owning the moment - it’s about owning the ecosystem. The shift from feature-by-feature competition to ecosystem-centric design changes how products win and how they get displaced.
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AI
AI and Digital Trust: The Moat That Isn’t Capability
AI capability is no longer the moat. Trust is. The frameworks that determine whether an AI system gets adopted - and whether it gets unplugged - all sit at the intersection of disclosure, data, and accountability.
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Product
Blending Reality: Smart Glasses and the Digital-Physical Bridge
Smart glasses keep failing and keep coming back. Each generation closes the gap between digital and physical. What changes when the interface stops asking you to look down at your phone?
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Product
The Labubu Formula: How to Engineer Viral Product Success
Pop Mart didn’t accidentally create a $2B phenomenon - they engineered it. Artificial scarcity, gamified purchasing, celebrity catalysts, and secondary markets. A systematic blueprint for cultural currency.
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AI
Carbon Credits for Code: A Solution to AI’s Compute Crisis
AI compute demand is growing faster than efficiency gains can handle. Like with the discovery of penicillin, we stumbled on a potential solution - leveraging carbon credit systems as a lever to unlock sustainable AI growth.
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AI
Are AI’s Hallucinations of Electric Sheep Its Superpower?
Humans have spent millennia evolving to avoid being wrong. But breakthrough discoveries often require someone willing to propose the impossible. Might AI’s tendency to hallucinate be a powerful augmentation to our thinking?
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AI
The Trolley Question: Would You Choose a Robot Over a Human?
As we form deeper connections with AI companions while losing human intimacy through screens, something unexpected might be happening. When connection shifts from shared meals to shared algorithms, how does that change a generation’s answer?
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Product
Love at First Sit: Why the Best Products Sell Experiences
A chance visit to a Lucid showroom turned into a masterclass in product strategy. The Gravity isn’t solving the minivan problem - it’s crafting an entire transportation experience. The winners sell experiences, not hardware.
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AI
The New Snake Oil: Why AI Search Optimization Is Digital Magic Beans
The first wave of “AI search optimization” services promises to make your site THE answer ChatGPT returns - for a fee. A brilliant fear-based value proposition. But if everyone buys the same magic wand, who actually wins?
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Product
The Billion Dollar Product That Failed
Verizon’s +play was a billion-dollar slam dunk on paper. The strategic rationale was solid, the market need was obvious. Yet it’s no more. A cautionary tale about how great strategy can’t save poor product execution.
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Product
DoorDash Express: Innovation or Clever Pricing Psychology?
When a platform that can’t hit its current delivery estimates launches Express delivery for extra money, three theories emerge: genuine innovation, service degradation, or pure marketing theater. Which is it?
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Fundraising
The $2B Capital Raise: Why We’re Celebrating the Wrong Thing
Everyone’s celebrating Mira Murati’s massive funding round for the usual reasons. But we’re missing the real story: these brilliant people believe they need $2B just to get started. Are VC dollars fueling an unsustainable arms race?
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AI
Baby AI: Are We Outsourcing Parental Intuition?
Sam Altman announced he’s using ChatGPT to help raise his baby. While AI can deliver perfectly crafted responses about sleep training and tantrums, does getting instant answers rob us of the messy but valuable process of building parental intuition?
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AI
The Lost Art of Getting Lost: AI Answers Are Dumbing Us Down
Remember when research meant following rabbit holes, bouncing between sources, accidentally learning adjacent knowledge? AI gives direct answers without the messy but valuable process of exploration that builds critical thinking.
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AI
Unlocking My Child’s Imagination with Google Veo
What happens when you try to bring a kid’s imaginary characters to life using AI video generation? Hilarious chaos, technical discoveries, and surprising insights about the current state of generative AI tools.
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AI
Oops, I Did It Again: My Second Hilariously Horrible AI Commercial
After creating one terrible AI commercial, a WhatsApp conversation with my wife led to round two with Google Veo. AI can give anyone creation superpowers, but the nuance of great content still requires distinctly human judgment and creativity.
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AI
Will Ethical AI Training Become a Competitive Advantage?
Moonvalley’s “trained on licensed footage, no scraped content” tagline raises a crucial question: will ethical AI training become a differentiator or just expensive virtue signaling? The real test isn’t legal - it’s commercial.
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AI
The E-Commerce AI Arms Race: Price Optimization vs. Bots
Everyone’s outraged that Delta’s AI is maximizing ticket prices, but isn’t that just the logical response to decades of consumers using bots to minimize them? Who’s building the anti-Delta bot?
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Product
The SNOO Betrayal: How to Turn Your Fans Into Critics
I went from begging Happiest Baby to take my money for their SNOO bassinet to actively warning parents to avoid them - all because they chose to paywall existing features instead of innovating their way out of market saturation.
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AI
Digital Counseling: Why AI Therapy Might Be Missing the Point
When Microsoft laid off 9,000 employees and an executive suggested using Copilot for emotional support, it felt like déjà vu to Dr. Sbaitso - the hilariously limited “digital therapist” from 1991. Therapy isn’t about getting the right answers.
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AI
When AI Coding Tools Shortcut the Learning That Matters
My nephew went from zero to weather API calls in his quest to build JARVIS. Should I introduce him to AI coding tools that could 10x his dream, or rob him of the valuable struggle of debugging and building coding intuition?
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Product
Space, the Final (Next…) Frontier
We’ve spent decades putting things into orbit. The next frontier isn’t where we go - it’s what we do once we’re there. New economics for space-based services, infrastructure, and applications.
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Product
Space Economics: Why Satellite Dreams Keep Crashing
Everyone’s betting billions on satellite connectivity, but space doesn’t care about your business plan. A reality check on which satellite companies might actually survive the collision between ambitious promises and orbital mechanics.
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AI
The Edge AI Gold Rush: Why Your Next AI Project Should Stay Local
Everyone’s obsessing over cloud AI and massive data centers. The real opportunity might be sitting on your desk. Avoid cloud bills, achieve real-time response, keep sensitive data on-device. The infrastructure has quietly matured.
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AI
Vibe Coding: When AI Superpowers Meet Real-World Responsibility
AI coding tools are incredible productivity superpowers. But as “vibe coders” ship AI-generated code they don’t fully understand, would you trust them to build your car’s safety systems or your home network security?
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AI
AI Can Do Something I Can’t!
The fear story is AI replacing humans. The more interesting story is AI doing things humans literally can’t - and what that unlocks when used in collaboration rather than substitution.
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AI
The $0 Question: Why Your LLM’s Price Might Be Heading to Zero
With “please” and “thank you” costing OpenAI millions, and perfect substitutes like Gemini, Claude, and DeepSeek performing on par, we’re facing classic economic pressure toward price erosion. Memory went from $3.7Q/TB to $1000/TB.
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GTM
An (Un)fair Value Exchange
Every transaction carries an implicit deal: I give you X, you give me Y. When the deal goes lopsided, customers don’t always notice immediately. But they always notice eventually.
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Product
Will it Blend? Separating Tech Reality from Startup Theater
How do you know if a promising technology is revolutionary or just really good marketing? Drawing from the viral Blendtec videos, a framework for evaluating startups that guard their IP like Fort Knox while making bold world-changing claims.
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GTM
The Solar Paradox: When “Expensive” Equals Great Value
A deep dive into how value exchange is never one-size-fits-all, and why the “cheapest” option often costs the most in the long run.
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