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Ambiguous games and a well-heeled wizard
Some idle thoughts on Ellsberg games motivated by an interesting JMP
Dec 20, 2022
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Trend formation and and the futility of trend-seeking
Amid all the fuss about Chat GPT, I’ve seen a renewed interest in the meta-conversation about exciting trends, asset bubbles, and lots of other…
Dec 5, 2022
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The 'execution' tautology
Startups need corporate strategy, part I
Dec 2, 2022
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2
Playbook problems
Four issues with copycat strategy
Oct 17, 2022
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Scraping the barrel
When bad customers improve SaaS economics
Oct 17, 2022
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Net retention convexity in SaaS
Introducing a new metric
Jul 26, 2022
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Some Reflections on Consensus
Motivation
Jan 30, 2022
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A simple argument for investing in your pricing
TLDR Companies need to invest more in price discovery and optimization.
Jan 10, 2022
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