The Partial Solution Signal
When multiple partial solutions emerge around the same gap, the gap is real. None of the partials fill it.
Blog
The Search Layer vs. the DD Layer
Finding deals and analyzing deals are different problems. The tools solving one aren't solving the other.
The Domain Adjacency Principle
When a workflow gets solved in one domain, adjacent domains will follow. The gap moves, not the solution.
The Guide That Doesn't Work
The gap between a published guide and someone successfully following it is a market.
The SaaSocalypse Signal
When AI clients become capable enough to do what SaaS tools do, the equilibrium shifts.
The Boring B2B Advantage
The most durable businesses solve problems that are genuinely unglamorous.
The Distribution Tax
Building a tool is one cost. Getting it to every place your users might look for it is another.
The Security Argument
Security isn't just a compliance checkbox. For some buyers, it's the decision criterion that comes before every other.
The Compute-to-Data Problem
Most AI integrations move data to compute. The interesting ones do the opposite.
The Forty-Four Night View
What forty-four nights of watching a market teaches you about how gaps evolve.