The Value of Distribution is Increasing in the AI BoomAs an extreme simplification, there are two things that a company must get right when going-to-market with a new offering: product and…5d ago15d ago1
Designing your org from 0 to 1,000 EmployeesAs founders start businesses, org structure is likely a thing that has never crossed their mind (besides perhaps an instinctive distaste…Nov 22, 2024Nov 22, 2024
Staying Optimally ParanoidOne of the traits that I think exists in the best CEOs is the ability to simultaneously be extremely optimistic and extremely paranoid, and…Oct 25, 20241Oct 25, 20241
Reflections on the first year of Shaper CapitalOne year ago, I launched Shaper Capital to build companies that solve for data fragmentation in a wide range of industries.Sep 24, 20241Sep 24, 20241
Fears of an AI Bubble Seem Overhyped: A Rebuttal to the Goldman and Sequoia ReportsA few weeks ago, Goldman Sachs and Sequoia published reports (here and here) that presented some skepticism about an AI-fueled rally for…Jul 25, 20243Jul 25, 20243
How to build a great product delivery teamWhen enterprise tech companies reach hypergrowth and are scaling quickly, much of their ultimate success comes down to maintaining high net…Jun 20, 20241Jun 20, 20241
Introducing Protege — Empowering data holders to safely license training data to AI developersThere are three foundational bottlenecks to developing AI: algorithms, computational power, and data. While the first two have robust…May 31, 2024May 31, 2024
Startup MafiasToday marks the 10th anniversary of Acxiom acquiring LiveRamp. In retrospect, while there’s so much of the journey I remember fondly, the…May 14, 2024May 14, 2024
Introducing Fractional AII am thrilled to announce the launch of Fractional AI, led by Chris Taylor and Eddie Siegel (two superstars who I worked with at LiveRamp).Apr 4, 2024Apr 4, 2024
Company-Building during the AI WaveFor anyone starting a company in 2024, there are new questions to grapple with, such as “How is AI going to change this industry,” “are we…Apr 3, 20241Apr 3, 20241