When I present coaching seminars about planning and periodization, one key concept I talk about is opportunity cost. For those that do not know me, coaching is my hobby, not my job. During the day I w| HMMR Media
One of the recent “shower thoughts” I had was around how macro trends in venture capital, coupled with the avalanche of new AI research announcements, will profoundly change the broader venture and startup ecosystem.| eastwind.substack.com
In May, I wrote a follow-up memo to Sea Change(December 2022) that was shared exclusively with Oaktree clients. In Further Thoughts on Sea Change, I argued that the trends I had highlighted in the original memo collectively represented a sweeping alteration of the investment environment that called for significant capital reallocation. This message has only become more relevant in recent months, so I thought now would be a good time to share this memo with a broader audience. Th...| OaktreeCap
New keyboard, new furniture, learning Go and TypeScript at the same time.| kula.blog
In this final post of 2022, I revisit notable events which have defined this tumultuous year for cloud companies and offer some predictions on what the next big thing in SaaS might look like in 2023.| nextbigteng.substack.com