I make software that helps people build spreadsheets

Welcome to my corner of the internet. You can find some of my thoughts below.

The Big SaaS Short

To preface, I'm very long SaaS, and software in general. I spent the last 4 years working for a software investment fund, and now building a software company, and my personal portfolio is wildly over-allocated to SaaS.

30 Predictions for 2030

“People often overestimate what they can do in a year and underestimate what they can do in ten.” - Bill Gates