Thinking out loud.

Weekly essays on building products that matter. Strategy, process, frameworks, and hard-won lessons.

Markets & Industry DynamicsFeb 28, 2026

What lunchboxes taught me about product distribution

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Markets & Industry DynamicsAug 23, 2025

The Market bifurcated between vertical specialists with proprietary Data and horizontal tools heading toward zero

Markets & Industry DynamicsJun 7, 2025

The world is not converging on one technology stack, and it probably never was.

Markets & Industry DynamicsApr 1, 2025

The Companies profiting most from AI disruption are not the ones building AI products

Markets & Industry DynamicsFeb 1, 2025

The SaaSpocalypse: AI Agents began destroying the per-seat Subscription model's structural logic

Markets & Industry DynamicsJan 11, 2025

The DeepSeek moment collapsed AI cost assumptions and redistributed competitive advantage overnight

Markets & Industry DynamicsDec 15, 2024

The Indian and southeast Asian saas market matured from growth story to structural reckoning

Markets & Industry DynamicsAug 13, 2024

The platform layer began consolidating, and every point solution felt the ground shift

Markets & Industry DynamicsJul 17, 2024

Market timing re-emerged as the primary determinant of startup outcomes

Markets & Industry DynamicsJun 2, 2024

The saas growth model hit Its ceiling before AI agents arrived to finish it off

Markets & Industry DynamicsMay 29, 2024

Barriers to entry collapsed across software categories, permanently raising the competitive intensity floor