2026-08-15
StreetEasy photo virtual unstager
A product idea for making virtually staged apartment photos more honest and proportionate.
Notes
Notes
2026-06-20
Defensible SaaS business ideas in the AI era
Thoughts on durable software businesses, proprietary data, feedback loops, and verified outcomes in the post-AI era.
2026-04-02
AI is compute sold at margin
A musing on AI companies, packaged compute, and the value of human-review marketplaces.
2025-09-20
On the participants of synthetic derivative markets
A short musing on synthetic asset markets, their participants, and their zero-sum dynamics.