Thoughts

I write down what I learn from mandates, investments and my own mistakes.

Latest writing

Longer thoughts, with sources. Also as an RSS feed.

E.T., Napster and the AI flood: why SaaS is in the autumn of 1982Built fast, far too much of it, trust gone: that is how video games crashed in 1983 and music after 2000. SaaS is playing the same game right now.10 November 2026
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Topics

What I write about most.

Liquidity
Interim CEO
Advisory boards
Selling a company
Fundraising
Go-to-Market

Some effects on this site were built by others. This is their work.

— Credits

masahitoThe pixel pandas on About · after codepen.io/Ma5a/pen/WNEBqPO
gibbonjoyeuxThe ASCII waves on Thoughts
Temani Afif (css-tip.com)The model for the curved range sliders on Case Studies
Generative GestaltungThe repelling dots in the swarm on Angel · after sketch M_6_1_03
Liam BrummittThe physics of the topics on Board Advisory: matter-js (MIT licence)
Evan-AmosThe photos of the Atari 2600 and the NES in the E.T. post, public domain · Wikimedia Commons
BoopFace by CX ArtLabThe robot face in the Lab (MIT licence)
Photos in the portfolioFrom the companies themselves or under a free licence; the credit is under each photo.