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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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Ambiguous games and a well-heeled wizard
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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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Trend formation and and the futility of trend-seeking
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The 'execution' tautology
Startups need corporate strategy, part I
Dec 2, 2022
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The 'execution' tautology
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October 2022
Playbook problems
Four issues with copycat strategy
Oct 17, 2022
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Playbook problems
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Scraping the barrel
When bad customers improve SaaS economics
Oct 17, 2022
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Scraping the barrel
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July 2022
Net retention convexity in SaaS
Introducing a new metric
Jul 26, 2022
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Net retention convexity in SaaS
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January 2022
Some Reflections on Consensus
Motivation In recent weeks, I’ve been trying to untangle a strange tension in the corporate strategy of many startups. Management teams often hold two…
Jan 30, 2022
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Some Reflections on Consensus
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A simple argument for investing in your pricing
TLDR Companies need to invest more in price discovery and optimization. Prices are very important, but most companies don’t try very hard to get them…
Jan 10, 2022
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A simple argument for investing in your pricing
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December 2021
NPS isn't particularly useful
What is this post? In this post, I hope to convince companies and their investors to stop using Net Promoter Score (NPS) as a KPI. NPS fails on…
Dec 30, 2021
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NPS isn't particularly useful
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November 2021
Coming soon
This is cranberry blog, a newsletter about business and technology stuff.
Nov 27, 2021
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Coming soon
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