Trends2 min read
Software is getting easy. The physical world is not.
AI is making software cheaper to build every month. That shifts the advantage to ventures that do the part software cannot: work done by people, in places, on things.
Notes on markets, regions and how new ventures get built.
Trends2 min read
AI is making software cheaper to build every month. That shifts the advantage to ventures that do the part software cannot: work done by people, in places, on things.
Regions2 min read
Destinations have spent years improving how they are discovered. The opportunity now is what happens after the guest arrives: seeing what can be bought on the spot, and buying it.
Playbooks2 min read
Most first versions go wrong in the same places: unclear scope, undocumented decisions and progress nobody can see. Here is the method we use to avoid all three.
Playbooks2 min read
A platform that works in one country does not automatically work in the next. What a regional partner brings, what we bring, and how a launch is organized.
Portfolio2 min read
Buildings, machines and vehicles outlive their owners, but their history rarely survives a sale. Why physical assets need a record that follows them.
New insights on markets, regions and venture building. About once a month.