Why subscribe?

I’ve been writing as I learn, usually about engineering and startups, since 2005. Not just punditry— real models with predictive power. People seem to really like it.

Here are examples of my posts. All had >100k readers and were on top of Hacker News at least once:

And here are some older posts (also >100k readers):


I now write here, on Substack. There is no regular cadence— I will only write when I have something to say, but I’ll shoot for one post per week. Enjoy!