Theses, threads & shifts
A working notebook of insights worth pulling on — across users, companies, markets, operations, and macro. Some are fully formed theses; others are loose threads. All are starting points for the next interesting company or investment.
User insight
182Behaviors, needs, frustrations, or unmet jobs of end users.
Company insight
25Specific incumbents, challengers, or businesses worth pulling on.
Market insight
21Sectors, categories, or segments — sizing, structure, dynamics.
Operational insight
0How work gets done — workflows, tooling, ops, GTM mechanics.
Shift
205Macro, regulatory, technological, or behavioral changes underway.