150 AI Use Cases in HealthcareWorking with the team at Fractional AI, we’ve put together an overview of all the different use cases in healthcare where we’re seeing AI…Mar 6Mar 6
How I Think About Privacy-Tech BusinessesPrivacy Tech has been having a big moment recently, as lots of startups have popped up focused on an alphabet soup of different novel…Feb 21Feb 21
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…Jan 163Jan 163
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
A Playbook for Building a B2B Network BusinessFor both LiveRamp and Datavant, a key factor in our success was internally viewing the businesses as a “network” from day 1, and…Jan 25, 20241Jan 25, 20241
Building the Right Operating CadenceThis article is a playbook for CEOs on what rituals, meetings, and processes to introduce at each stage of a high-growth tech company’s…Dec 13, 20231Dec 13, 20231
Introducing Arbital Health — A Neutral Umpire for Outcome-Based ContractsI’m thrilled to announce Arbital Health, one of the first companies incubated at Shaper Capital, partnering with Brian Overstreet as CEO…Nov 28, 2023Nov 28, 2023
12 Principles on Building & Scaling Company CultureBuilding LiveRamp and Datavant, the single thing I’m most proud of is the culture at the companies. Veterans of both businesses describe it…Nov 10, 2023Nov 10, 2023
The Six Moats of Data BusinessesThere are thousands of data businesses across industries, across a complex value chain. Some companies advertise that they curate data…Oct 11, 20232Oct 11, 20232
Introducing Shaper CapitalOver the coming months, I plan to announce several companies focused on solving data fragmentation in various industries, drawing on the…Sep 24, 20233Sep 24, 20233
A Startup’s Guide to Buying CompaniesThis is a guide for pre-IPO tech CEOs for when and how to acquire companies. Many thanks to Bob Borek, Dave Eisenberg, Tyler Finkelstein…Jul 10, 2023Jul 10, 2023
Lessons from DatavantLast week marked the end of my 5-year tenure leading Datavant (I’ll continue to be on the Board and close to the company in many ways (and…Jan 6, 2023Jan 6, 2023
