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.
Behaviors, needs, frustrations, or unmet jobs of end users.
Specific incumbents, challengers, or businesses worth pulling on.
Sectors, categories, or segments — sizing, structure, dynamics.
How work gets done — workflows, tooling, ops, GTM mechanics.
Macro, regulatory, technological, or behavioral changes underway.
BuiltWith
Web technology profiler — shows what tech any website uses.
Glimpse
Trend discovery and consumer insights platform.
Crayon
Competitive intelligence platform — ripe for disruption with AI.
Klue
Competitive enablement platform — another CI tool to compete against.