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.
Sandow Media
Media company that monetizes through commerce, not just ads.
Huckberry
Editorial-first brand where content drives product discovery.
Cars & Bids
Doug DeMuro turned a YouTube audience into a car auction platform.
Nas.com
Nas Daily built a creator-led education and community platform.