Formed by thinking deeply about the products I use and see around me, business models behind them, positioning for target customers, and what great looks like.
I publish some occasionally.
Follow me on SubstackMarch 2026
So I built my own. Varys is an open-source tool for competitive profiling and health system prospecting.
Read →March 2026
A $2.5 billion valuation on a B2B thesis the D2C brand hasn't named yet. I had an itch to draw parallels between the two. The structural facts kept lining up in ways I couldn't dismiss, and by the end, I stopped trying.
Read →February 2026
I enrolled in Hinge Health the week my employer mentioned it in a benefits call, and I'm still using it a year later. In that time, Hinge went public. Digging into their S-1 made me realize I might be exactly the wrong kind of user.
Read →Views are my own, not my employer's.