• The Noun Elon Musk Left Out of the SpaceX S1: A Positioning Read of the June 12 IPO

    The Noun Elon Musk Left Out of the SpaceX S1: A Positioning Read of the June 12 IPO

    A note before you read this: SpaceX has been operating for 24 years, and the part of the company most worth respecting is the part the financial press does not write about: the engineering culture, the cadence, the tolerance for…

  • Cloudflare built the internet’s Immune Layer

    Cloudflare built the internet’s Immune Layer

    A note before you read this: I’ve been watching Cloudflare for a long time. What Matthew Prince, Michelle Zatlyn, and Lee Holloway built, and what the team continues to build, sits in a category of its own. Fifteen years of…

  • Nerdio: The Command Layer

    Nerdio: The Command Layer

    A Note Before You Read: I’ve been following Nerdio and Vadim’s work the past few weeks, paying close attention to the content, the conference, the community, and the story being built in public. What you see here comes from genuine…

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