Managing Director https://t.co/GKJ0RL43Er, Venture Partner https://t.co/6RwubnzNJH, Board Member https://t.co/0xfIwFbIXA, Macro/Finance/Product geek | Christian, Husband, Dad
May 22, 2025 • 15 tweets • 2 min read
The AI-first wave isn’t just about smarter software — it’s a paradigm shift in how we build, experience, and trust services.
Here’s a deep dive on AI-first UX/UI in AI-native businesses 🧠👇
2/ AI-first ≠ AI-enhanced.
If your product works without AI, it’s not AI-first.
True AI-first products fail without AI.
The model is the service.
May 28, 2024 • 4 tweets • 1 min read
5/ Back then, the value of electricity was not well understood, but now it is sold as kilowatt hours per dollar. Similarly, the value of computed tokens will soon be better understood and marketed in a comparable way, such as millions of tokens per dollar.
6/ These tokens will be used to create new products and services, enhancing productivity across a vast array of industries, potentially worth hundreds of trillions of dollars. This industry is poised to be gigantic and transformative, akin to the last Industrial Revolution.
May 18, 2024 • 6 tweets • 1 min read
1/ This week I went long on $ZM @ $63, making it my largest position
Zoom trades at ~8.5x EV/FCF, is buying back $1.5B in stock, has over $7B in net cash, and now boasts multiple catalysts alongside promising enterprise push in customer service, AI and sales platforms.
2/ $META just announced they're shutting down Workplace, recommending customers migrate to Zoom $ZM.
$MSFT is unbundling Teams after regulatory pressure, presenting another growth opportunity for Zoom.
Feb 12, 2021 • 6 tweets • 2 min read
Taiwan, Semiconductors and the Geopolitical Tech War
The market value of the global semiconductor industry has recently overcome the global energy sector. The market is telling us that chips are more important than oil.
Chips are the commodity of the future.
1/6
At the end of 2019, the market value of Taiwan's TSMC was $200b, while Intel was $350 billion. Today, TSMC is at $570 billion, while Intel has dropped to $260 billion.
Why?
Last summer, TSMC came out and said they can now make 7nm chips and will make 3nm chips in 2023.
2/6
Dec 17, 2020 • 6 tweets • 1 min read
A content-driven launch strategy for a consumer product we worked on recently:
1. Create and distribute free content about the problem to be solved. Add value upfront to your target customer persona. You will start building an audience while generating & qualifying leads.
3. As a domain expert, use social media to deliver valuable content to build authority.
Tell your story to build trust and authenticity.
Leverage on social proof from your leads and from other domain experts.
Ultimately, grow your audience and your mailing lead list.
