Product for tech startups. Current: Automotive Saas || Past: crypto, edtech, Oxford MBA

Joined May 2010
Saturday founder conversation: Product Market Fit. I was thinking about @pmarca’s legendary post, “The Only Thing that Matters,” so I re-read the post and called @BobBodily to chat about it. It’s easy to get distracted, but in the end PMF is the only thing that matters. I’m probably going to create some visual reminder of this to keep near my desk. One key PMF observation regarding Bioniq — we saw a real spark of user engagement with our Op_kitten collection. It’s a collection we launched in Feb where you could level up your kitten across 21 levels, but with every level there was a chance your kitten could die. Not only did we sign up 10,000 new users in 10 hours with Op_kitten, but we had many examples of users playing with their kids, screen recording the game, and generally just loving the mechanics of the game. There was a real spark of user delight, so we’re going to double down on that feedback to see if we can ignite the PMF fire. 🔥 If you played with op_kitten, what did you think?? How can we level up the nft game experience? I still have a few kittens left — you’re interested, send me a message and I’ll hook you up with a kitten so you can try it out.
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I've been thinking back to when I worked full-time in crypto. In 2021, we raised $1.3m in about 3 weeks in an oversubscribed round off of some early traction. But startups are hard, and crypto startups are ESPECIALLY hard; the normal startup whiplash is magnified by market volatility and consumer sentiment. ChatGPT recently dug up this interview that I did in 2022. The "web3" label is long gone, but I actually stand by what I said then. I still believe in the core fundamentals of blockchain: decentralization, composability, accountability. In fact, I think AI only makes all of these principles that much more urgent. With more bots/agents acting on behalf of humans, we'll need layers of decentralization, composability, and accountability for things to run smoothly.
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Here’s how I use AI for fitness. I’ve been running seriously for about 5 years, but my biggest improvements have come in the past 12 months. So what changed? 1) I collect more data than ever: pace, distance, elevation, heart rate, power, and everything else you can track with Garmin + Stryd (power pod). Stryd especially helps me dial in workouts at the exact levels I need for improvement. 2) I stopped coaching myself, and now I let ChatGPT coach me. Because I give ChatGPT all the data, it has everything it needs as a baseline. Then my own thoughts, ideas, concerns, etc. are all weighed alongside the data the coaching can be very specific and responsive.  3) I manage all parts of running in a project with shared context: training schedule, specific workouts, nutrition, equipment, injuries — basically anything I can think of related to running. ChatGPT has everything. At the end of the day, I still own my fitness decisions and progress. But it’s nice to rely on AI data and insights to make informed decisions, and I think that ultimately has led to the progress. I’m going for a personal record in the Marathon on Nov. 7 in Indianapolis — will report back how it goes! p.s. Despite the em dashes, I wrote this entire post by myself with no AI. Every keystroke. 🤷‍♂️
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Should I test this? I am the exact target audience. - I have 5 workouts left, plus 2-week taper, until Indy Monumental on Nov 7 - I currently have 15+ weeks training between 50-75 miles (uninjured) - I do easy runs at 9:15-9:30 pace, at 4500ft elevation in Utah I am very tempted to try the workouts (I think they are achievable), but I genuinely don’t think it’s the right stimulus for the last few weeks prepping for this marathon. Who thinks I should do it?
“these workouts are too easy” 🤣😂 no brother, your brain is just warped into believing you need to race every rep and go to the well during every work out stack 10-12 healthy weeks of 50-70 mpw with 2 workouts per week then run these six workouts in the final 3-4 weeks taper for 2 weeks the runner will be 2:59 marathon shape
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What a weird space Bending Spoons is in. It's like they're buying up 2010-2016 tech nostalgia. Can we get them to spin back up Pocket and Wunderlist?? What else???
Another brutal M&A. Miro, founded in 2011 and valued at $17.5B 4yrs ago, is getting acquired by Bending Spoons, founded 2013, at ~2.3x ARR. After Airtable, another unfortunate victim of the SaaS bust at ~10x down from peak. It raised $476M only to be sold for $1.355B EV ($1.79B equity value), clearing its preference stack. Any employees who joined 2021 onwards are likely underwater on their options in the company.
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Chesscom socials have been very good for a long time. @chesscom full-time employee should get a performance bonus for baiting Elon into a conversation.
Elon vs Chess was not on my 2026 bingo card 💀
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One of us! One of us! @ Femke lmk if you want to train threshold when you’re in Utah.
Femke Broeders-Bol revealed today that her Long run pace is 5:30 per km and threshold pace is around 4:20 per km
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Mechanic told me $85. I bought the filter for $25. Then I told my 10-year-old I would pay her $5 if she could figure out how to install it, which she did.
Why people hate getting cars serviced at dealerships: "Sir your cabin filter is very dirty you'll need to replace it for $105." I literally put a new one in yesterday myself for $14...
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Max Ogles retweeted
Happy Fathers Day to the best and most involved generation of dads in recorded history
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This gets circulated fairly often. I was there! I was looking at my phone. 🤦
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It's summer time for my kids, so it's time to share one of my best summer parenting wins. I noticed a couple years ago that my kids do well on the year-end core math tests, then regress after the summer when they start the new school year. In other words, they forget how to do math over the summer. 🤷‍♂️ So here's what we did to get them 20 hours of math practice last summer: - Signed them up for IXL - Make sure they take the grade-level diagnostic exam - Now I can see where they are strong/deficient - I gave them 2 goals -- 600 minutes, and 1200 minutes - At 600min, I gave them a small reward. (Most chose some form of ice cream like Cold Stone 🍦) - At the 1200-min mark, they earned a bigger prize. This varied by age. My 14-yo got a $150 admission to a fantasy author conference. My 7-yo got a $30 monogrammed bag on Amazon. 😂 - All 4 of my school-age kids started the school year with math proficiency at least slightly above where they ended the previous year. 🔥 **Worth noting that this year I have my older kids signed up for Math Academy. Already seeing great results and a variety of reasons why I prefer this to IXL: - More adaptive - More precise in deficiency areas - More prescriptive about curriculum fit - etc etc.
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I “designed” this. 😂 But yes it is pretty epic, I would definitely plan a trip to go see it.
I think we need to build this. I designed this below image, representing Lewis and Clark on the Mississippi in the style of Argonath. At $1 Billion or more, I think it can be done.
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Video tries to prove a point about etiquette…while bringing a camera guy to the track to film at a fast pace at the busiest possible time. 🤦
There's a track etiquette - lanes 1 & 2 are left clear for athletes who are doing proper fast training. Some tracks have notices on the track saying as much. The majority don't. Did my brain in when slow joggers and people with kids were in the inside lanes.
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Solid gold.
My wife mentioned a nice private school over dinner this week She said the campus was beautiful I asked what's the tuition She said we should look at it as an investment in him not a cost I made a note She said don't make a note I said I always make notes She said this isn't a deal I said everything is a deal She closed her eyes She said we'd discuss it Saturday I agreed Saturday 7:02am She came downstairs in her Saturday robe Coffee in hand I had my cargo shorts on The dining room had been cleared The projector was on The analyst was at the head of the table Quarter zip on, three iced coffees, a legal pad, and two laptops He had been there since 6:44am I texted him at 11:14pm Friday The text said dining room 6:45am bring the model He sent a thumbs up My wife stopped in the doorway She said what is this I said you said you wanted to discuss it She said this is not a discussion I did not respond She sat down anyway The analyst stood He said good morning ma'am She did not respond He sat back down A printed deck in front of each seat A fourth copy in case Slide 1 Tuition Schedule $38,500 per year Thirteen years $500,500 nominal Before escalators The school has raised tuition 4.2% per year for a decade With escalators $648,000 My wife said okay I said I'm not done Slide 2 Opportunity Cost Even before escalators $38,500 invested annually 10% nominal return S&P long-run average since 1928 By his eighteenth birthday $944,000 My wife said we can afford it I said I know that's not the slide Slide 3 Terminal Value at Age 65 $83 million She was quiet The analyst slid the sensitivity tables across the table 8% return $31 million 10% return $83 million 12% return $222 million She did not look She said this isn't about money I said it's always about money She said no it isn't I said then what is it about She did not answer She said you can't put a dollar value on his teachers his classmates his environment I said I can the analyst already did slide 6 He flipped to slide 6 She did not look She said the school is the best in the city I said best is a feeling She said it produces the best students I said the students were already the best before they got there She said our son deserves it I said our son deserves $83 million My son walked in He is five Dinosaur pajamas He looked at the projector He looked at the open deck on the table He looked at slide 3 He said are we modeling pre-tax or after-tax The analyst opened a new tab My wife looked at the ceiling He said what's the discount rate The analyst set down his pen She closed her eyes He said is this the same return assumption from the 529 conversation The analyst stopped typing He looked at me I did not say anything She stood up Sat back down He said dad can I help I said yes He pulled up a chair The analyst handed him a printout He started reading My wife watched him read She watched him for a long time She said his name He looked up She said do you like school He said the work is too easy and the kids don't ask questions She did not respond She looked at the ceiling She walked out of the room The analyst started packing up He said should I follow up Monday sir I said no follow up needed He'll be fine Sent from my iPhone
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It’s gotten to the point where nearly every high traction article on X is just a thinly veiled promo for some product. Always starts off interesting and then “…and we couldn’t have done it without this one tool…”
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People are freaking out about this, but: 1) I didn't mind the video at all. He's a nerdy guy not usually on camera, but so what? 2) Everyone debating this was the best possible outcome for the video. I probably wouldn't have heard about this burger otherwise...now I have.
McDonald’s CEO Chris Kempczinski goes viral after seeming reluctant to eat his own burgers—he takes a tiny bite, looks uncomfortable, and calls the food ‘product.’ 👀 🍔 😳
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I built a web app just so we could play a game in a product prioritization meeting. Everybody logged in with their phones and we all voted on product priority. Custom software for a single meeting. 😂
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Announcement for my Strava/tech peeps! I built a tool that does deep dives into your Strava data. Its called AmIFit and it's been so fun that I think ya'll would like as well. It started as a way for me to find out what states I've run a half in, not easily done in strava
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yeah this is crazy given how much time I spend thinking about AI.
your timeline convinced you AI is in a bubble. talk to a boomer above the age 35 for 5 minutes. most people don’t even know what claude is.​​​​​​​​​​​​​​​​ kind of wild when you zoom out.
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Does anybody remember the viral "You Are My Friend" site from the early 2000s? I decided to recreate it! youaremyfriend.cc/
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