Ponderings

Post quality: dubious.

I've been jotting down thoughts for years, but they've always ended up buried in random documents and notes. I wanted a better way to revisit them. This site is my way of organizing the chaos, and it might even end up being valuable for someone else, too.

October 23rd, 2025

I've been spending time in San Francisco talking to founders and building. This is a list of various concepts and ideas that I have noted down over this time.

1. There is more capital available than there are qualified opportunities being pursued by qualified people. This fundamental theory can actually explain a lot about the peculiarities of the Bay Area.

2. For early stage fundraising, founder credibility is the only thing that matters. Is there founder-market fit. Product does not matter at all, as pivots are expected.

3. Prompt engineering can be a significant moat and allows a product to be more defensible in the face of AI companies releasing more powerful capabilities. In addition, a delightful user experience can be a significant competitive differentiator.