Is this a fair approximation of the current landscape? China also did it’s share of delivery and betting and influencer startups. Unfortunately for us, and luckily for them, their ecosystem head already moved past this and into more advanced tech… Continue Reading →
Phone hardware disintermediated telecom networks OS disintermediated phone hardware Apps disintermediated the OS Soon, AI will disintermediate apps
How entrepreneurs think of B2B marketplaces has come a long way since when I last ran Buildkar. Here are two optimisations: – Demonstrate direct OEM/brand relationships to ensure higher margins and consistency in inventory availability Aside: Even brands/OEMs want to… Continue Reading →
Ai is dismantling the last remaining paradigm of software revenue models. First, a quick refresher on software rev. models:Pay for hardware, software comes free.Pay for software per device.Pay for SaaS per user.Pay for internet properties with user attention.Pay for cloud… Continue Reading →
Does the idea of managing fundraising conversations feel like juggling? I used to dread keeping track of investor interactions and always thought a CRM (tried multiple) was needed. But a simple Excel tracker soon became my secret weapon. If you… Continue Reading →
Today, I would like to elaborate on the farce of Vanity Metrics. These are shiny, seductive numbers that look great on paper but mean absolutely nothing when it comes to real progress or value for your startup. They might make… Continue Reading →
As a founder, would you ever send a deck with the first slide “I want to raise ?____ funding”? I mean, we know the desired outcome is fundraising, but that’s not how you’d start. So why would your Linkedin connect… Continue Reading →
During fundraising, often the first thing a potential investor sees is your Linkedin profile. Usually even before they open your pitch deck. So, this needs to make a strong impression. Investors are often inundated with inbound messages, so make it… Continue Reading →
I don’t know if Deepseek did it or did not. But one of the things we will see over the next few years, starting today, is the eventual closing up of anything “open source” when it comes to AI, LLMs,… Continue Reading →
I’ve spoken previously about the lack of moat of wrapper-AI startups. And the early startups from 2023 had this problem. They were just a method to obfuscate the prompt. And “prompt is our IP” has never been a moat. However,… Continue Reading →