Tag: conviction

Nov 07, 2026

• bain
• winning-with-ai
• ibm
• arvind-krishna
• sarah-elk
• andrew-ng
• watson
• experimentation-to-scale
• focus
• portfolio-concentration
• monolith-vs-building-blocks
• multi-llm
• open-weight-models
• on-premise
• enterprise-operations
• back-office
• quote-to-cash
• hr-automation
• employee-verification-letter
• process-portfolio
• mainframe
• quantum
• ceo-curiosity
• conviction
• podcast
• type/source
• kind/video

Oct 17, 2026

• alfred-lin
• sequoia-capital
• stanford-ai-club
• zappos
• doordash
• airbnb
• tony-xu
• brian-chesky
• nvidia
• megatrend
• compute-megatrend
• diffusion-gap
• amazon-walmart
• application-layer
• software-is-dead
• own-your-intelligence
• open-weight-models
• tools-to-services
• fire-and-ice
• circular-financing
• leverage
• data-center-debt
• founder-quality-vs-business-quality
• lean-startup
• simple-narratives
• check-sizes
• regulated-markets
• oligopolies
• student-founders
• conviction
• outsiders
• type/source
• kind/video