Travis May·Feb 5Moats Matter AgainThis week, public software and data businesses have seen their market caps fall dramatically, as investors realized AI-native agentic…A response icon1A response icon1
Travis May·Oct 14, 2025When is a “Connectors” Business a Good Business Model?There has been an explosion of companies following a “Plaid for X” business model focused on moving data across an industry. This is an…A response icon1A response icon1
Travis May·Sep 23, 2025Reflections on the Second Year of ShaperTwo years ago, I launched Shaper to build companies that solve for data fragmentation in a wide range of industries.A response icon1A response icon1
Travis May·Jun 13, 2025Meta’s Bet on Scale AI Is Just the Beginning of the AI Data WarsBetween the high valuation and the unique structure ($15 billion for a 49% stake + hiring the CEO), the Meta-Scale AI deal this week turned…
Travis May·May 27, 2025The 7 Approaches to Companies Making Money from AIAs the AI boom continues, startups, incumbents and investors have grappled with “who will make money.” In the cloud boom, large tech…A response icon1A response icon1
Travis May·Mar 6, 2025150 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…A response icon2A response icon2
Travis May·Feb 21, 2025How 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…
Travis May·Jan 16, 2025The 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…A response icon3A response icon3
Travis May·Nov 22, 2024Designing 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…
Travis May·Oct 25, 2024Staying 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…A response icon1A response icon1
