Notes
When asked 5x+ about a topic, I write my thoughts down to pass them along.
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Message to find marketGetting hardware companies started is hard. Yap your way into it.
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How to Own a CommodityVertical integration is a very under-explored modality of technological progress - Peter Thielwith Spencer Burleigh
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Believe In Your Fig TreeRevisiting an internal note on finding life's work.
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Oil’s Financials are Falling ApartSolar keeps getting better. Oil keeps getting worse.with Spencer Burleigh
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Defense Could Drown America's DynamismGreat first customer. Just don't build your entire business around the DoD.
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The Factory's Quote is the ProductHow instant quoting is reshaping machine shops — and where the real money is going.
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Will America Make Robots?Robots that have long lifespans, interchangeable components, and accessible maintenance will be the path to securing America’s robotic future.
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Gold Mines & Self-Terminating Business ModelsRunning a business very far from SaaS.with Spencer Burleigh
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How (& Why) To Be A Good Customergreat customer -> great sales -> great business
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The Faith PremiumYour margin is your oppurtunity
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Winding down MuddyClosing the company, keeping Muddy and Nototo around on a free tier.
Also published on Substack.