Archive - Digital Native

In the Costco Era of Software, Design Is the Differentiator

When the Tech Is Commoditized, "Taste" Is Everything

Aug 20 •

July 2025

Fund Math for Dummies

For Most Venture Funds, the Math Ain't Mathing

Jul 30 •

Attention Is the Last Scarce Resource

The Coldplay Kiss Cam and New Business Models to Monetize Attention

Jul 23 •

The Taxi Cab Theory of Venture Capital

When Did Contrarian Give Way to Consensus?

Jul 16 •

20 Seed & Series A Companies Building in Consumer AI

A Snapshot of Innovation, from AI Shopping to Real-Time Avatars

Jul 2 •

June 2025

10 Charts That Capture How the World Is Changing

From AI Usage at Work to Disney IP, GLP-1s to Gen Z Worldviews

Jun 25 •

The Opportunities in Consumer AI

Mapping Where to Build + Examining Changes in Product Design & Business Model

Jun 18 •

The Personalization of Software

Lovable, Helium, and How to Make Software...Not Terrible?

Jun 4 •

May 2025

Agentic Commerce: When AI Does the Shopping for You

Malls ➡️ Websites ➡️ Apps ➡️ Agents

May 28 •

How AI Is Reinventing Wealth Advisory

Case Study: Continuum Embodies AI's Revolution in Knowledge Work

May 21 •

Synthetic Populations

How AI Simulates Populations and Predicts Behavior

May 14 •

Came for the AI Tool, Waiting for the AI Network

Why are AI creative tools single-player, and will that change?

May 8 •

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