“
Looker saw that every company would need a data layer before data became a buzzword. That’s the kind of timing I look for.
“
AI will change everything about software, but the companies that win will be the ones with proprietary data, not proprietary models.
“
I’ve written 1,500 blog posts about SaaS. Each one is a tiny bet — a hypothesis I’m testing in public.
“
At Google, I learned to think in data. At Redpoint, I learned to act on conviction. Theory combines both.
“
The SaaS playbook is well-understood now. The AI playbook is being written. That’s where the alpha is.