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.
Crayon
Competitive intelligence platform — ripe for disruption with AI.
Klue
Competitive enablement platform — another CI tool to compete against.
Bending Spoons
Italian software conglomerate acquiring and operating apps at scale.
Emergence Software
Software roll-up focused on acquiring and growing B2B SaaS.
Applause
Software quality and testing company built through acquisition.
ShopCircle
Acquiring and operating Shopify apps and e-commerce tools.
Pattern.com
Second-order opportunity from the platform revolution — helping brands succeed on Amazon and marketplaces.