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Product
Product definition, discovery, and the discipline of deciding what to build and what to refuse.
4 pieces, grouped by format
August 30, 2026
Native Alpha: Start With the Advantage You Already Have, Not the Opportunity You Just Noticed
Alpha, in investing, is the return you cannot explain by the market. Native Alpha is the business version: the unusual advantage already sitting inside your company, your customers, your data, and your relationships, and the discipline of letting it decide what you build, buy, fund, sell, and stop.
August 28, 2026
Capability Is Cheap Now. Advantage Is Not.
AI made building things dramatically cheaper, which quietly destroyed a lot of differentiation that was never real. How to tell commodity execution from differentiated execution, and where to spend the judgment you have left.
August 27, 2026
Someone Outside the Room Has to Care
Enthusiasm inside a company proves nothing. The strength of evidence for an advantage is measured by what somebody outside gave up to act on it, from a compliment at the bottom to a renewal at the top.
August 26, 2026
Product-Market Fit Does Not Tell You Who to Sell To
The same product can be ordinary for one buyer and transformative for another. Product-asymmetry fit and the Ideal Alpha Profile explain why the customer with the biggest problem is often the wrong customer.