A Land Without Giants

The problem you solve for customers is increasingly one they can’t even articulate for themselves . The ones that are easy to understand have already been built and funded over the last 20 years. Building something of true excellence will require a hungrier engagement with the world—and that will have to start with developing superior taste.

We are in an age of noise.

The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.

Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more

Your success here will depend entirely on how successfully you can tell stories, and how successfully other people can repeat those stories, both to themselves and others.Your North Star here has to be: are other people retelling this story successfully?Port cities around the world are more similar to each other than they are to their inland counte... See more