Ambiguous games and a well-heeled wizard

Some idle thoughts on Ellsberg games motivated by an interesting JMP

Dec 20, 2022 • 

ned

2

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 • 

ned

The 'execution' tautology

Startups need corporate strategy, part I

Dec 2, 2022 • 

ned

2

October 2022

July 2022

Net retention convexity in SaaS

Introducing a new metric

Jul 26, 2022 • 

ned

1

January 2022

Some Reflections on Consensus

Motivation

Jan 30, 2022 • 

ned

2

A simple argument for investing in your pricing

TLDR Companies need to invest more in price discovery and optimization.

Jan 10, 2022 • 

ned

2

8

December 2021

NPS isn't particularly useful

What is this post?

Dec 30, 2021 • 

ned

6

November 2021