• North of Brooklyn — Positioning a pie

    North of Brooklyn — Positioning a pie

    A note before you read: Josh and Alex, I have a lot of respect for what you have built at North of Brooklyn over fourteen years. I have been watching your work for a while, and I keep coming back…

  • Ramp: The Best Experience Is the One You Don’t See

    Ramp: The Best Experience Is the One You Don’t See

    Ramp, Eric Glyman, and the position they built by accident and never named A note before we begin: I have been watching Ramp for a while now, and I think highly of what Eric Glyman and his co-founders have built.…

  • Fin: The Man Who Hated Bots Now Sells the Most Personal One

    Fin: The Man Who Hated Bots Now Sells the Most Personal One

    I have been following what Intercom, now Fin, has been building for years. Eoghan McCabe’s willingness to destroy a functioning business to rebuild it around a conviction is rare, and it deserves to be taken seriously. This analysis exists because…

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