Do Not Approve CAPEX From One Revenue Forecast: Three Cash-Flow Scenarios
A decision framework for separating revenue assumptions, payback period, and working capital. This is not investment advice.
Writing my thoughts on software, business, and life.
All of my long-form thoughts on programming, business, and more
Samsung’s KRW 89.4tn profit signal: AI memory is now a cost variable for every builder
Samsung’s Q2 2026 guidance, a new PCIe 6.0 enterprise SSD, and Micron’s results point to a widening AI infrastructure bottleneck. Here is the operating playbook for small teams.
Oracle’s $638B Backlog Shows AI Cloud Is Now a Capital Game
A practical read on Oracle FY2026: RPO, capex, customer-funded GPUs, negative free cash flow and what AI cloud economics mean for builders.
Stablecoins just moved from payment innovation to regulated infrastructure: the cost small teams need to price in
The Fed and FinCEN proposed customer identification requirements for payment stablecoin issuers on June 18, 2026. What founders, SaaS teams, payment operators, and investors should watch after the GENIUS Act.
U.S. Online Spending at 16.9%: Growth Is Real, but Strip Out the Price Illusion
A practical read of Census e-commerce and retail sales data, CPI, PCE, and the Fed calendar for small teams, digital operators, and investors.
Broadcom’s AI Chip Numbers Show the Next Cost Layer After GPUs
A practical read of Broadcom Q2 FY2026 results and the June 9 10-Q for founders, builders, and investors watching custom AI accelerators, networking, VMware cash flow, and AI unit economics.
NVIDIA’s Earnings Show AI Infrastructure Is Now a Pricing Problem
A practical read on NVIDIA Q1 FY2027: AI infrastructure costs, cloud pricing, startup margins, customer concentration and second-order market effects.
How to Use AI Agents as 'Digital Team Members'
According to Microsoft's 2026 AI trends, AI agents will function as team members within organizations. Here's how solo developers and startups can leverage AI.
One-Person Agency vs Large Development Firms: What's the Difference?
Sharing structural differences between one-person and large development agencies, and their pros and cons, from four years of experience.
When Clients and Developers Speak Different Languages
Sharing communication know-how learned from four years of freelance development, including requirements documentation and interim sharing.