Points of view on
emerging technology markets.

Writing on narrative, positioning, AI GTM, founder brand, and the overlap between Web3 and AI. No tutorials. No generic thought leadership. Real observations from inside these markets.

FeaturedMarket Observations4 min

The AI wave is starting to look like the Web3 wave

Same pattern. Different technology. Founders building ahead of market understanding, marketers filling the gap with hype, and audiences getting skeptical faster than the products can prove themselves.

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Market Observations4 min

The AI wave is starting to look like the Web3 wave

Same pattern. Different technology. Founders building ahead of market understanding, marketers filling the gap with hype, and audiences getting skeptical faster than the products can prove themselves.

March 2025
Narrative & Positioning5 min

If your product needs a 30-minute demo to make sense, your positioning is broken

The demo is not proof of concept. It's proof that you haven't figured out how to explain what you built yet. Most early-stage founders treat this as a product problem. It isn't.

February 2025
AI GTM4 min

2025 is the year AI companies have to show the money

The tolerance for 'transformative potential' is gone. Investors want retention. Enterprises want ROI timelines. The market has moved past belief and into proof. Most AI marketing hasn't caught up.

February 2025
Founder Brand6 min

Why founder-led distribution works in technical markets

In categories where trust is earned slowly and skepticism runs high, the founder is the most credible distribution channel the company has. Most don't use it.

January 2025
AI GTM5 min

What Web3 taught me about marketing AI products

Web3 was the best training ground for AI marketing that nobody talks about. Technically sophisticated audiences. Zero tolerance for vague claims. Markets that punish hype fast and reward clarity slowly.

January 2025
Narrative & Positioning4 min

The demo trap: founders building for demos, not markets

There's a specific failure mode I keep seeing. The product is impressive. The demo is impressive. But the market doesn't know why it matters to them. That's not a product gap. That's a narrative gap.

December 2024