An investor's research framework for AI-native software creation, distribution, unit economics and competitive defensibility Investment disclosure: I first invested in Replit in April 2022. This is an assessment of the business as it stood by March 2026, not a reconstruction
Startup
A collection of 4 posts
Monzo: From Banking App to Banking Economics
Reassessing an early investment through the lens of customer economics, regulatory capital and valuation Investment disclosure: I first invested in Monzo in February 2016. This article is not a contemporaneous record of why I invested then; I have not reconstructed
How to validate my startup ideas before building: a practical guide
Before building your startup, it’s crucial to validate the idea. In this post, I share how to talk to potential customers, research the market, create a landing page, and test with an MVP or pre-sales. These steps help confirm demand, saving time and ensuring you're building something people want.
Let's build a recipe sharing app with Django - Introduction to CRUD web app development
Welcome to this comprehensive Django tutorial where we'll build Foodiegram - a recipe sharing web application from scratch.