Journal
Stay curious.
Ideas, observations, and conversations about technology, markets, and the people building what's next.
The next AI opportunity might be hiding in everyday business workflows.
The AI opportunity for SEA and Taiwan will not be about building smarter models or cheaper compute; it will be about finally solving the long tail that SaaS left behind.
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Does Thailand have its own Ajaib? Dime’s numbers say yes.
Ajaib, Indonesia’s Gen Z-focused investing platform, just raised $270M at an implied $1.35B valuation. By making stocks and investing more accessible to first-time investors, it became one of Indonesia’s fastest-growing fintech unicorns.
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Why Thrive Capital is buying “boring” businesses instead of AI startups.
While most VCs race to fund AI startups, top firms like Thrive Capital are taking a different route: buying “boring” legacy businesses.
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Why pro rata rights matter more than you think.
VCs will negotiate on almost anything. But there’s one right they rarely give up.
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Is AI making the Rule of 40 obsolete?
The Rule of 40 is a benchmark for evaluating software businesses: revenue growth % plus free-cash-flow margin % should add up to at least 40.
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6 unhinged things great founders do to find product-market fit.
Every founder claims product-market fit. But it rarely starts with the product.
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