Building Something Boring? Generative AI Will Find You.This first appeared on my newsletter Boring Problems, where I write about how fundamental progress is made by tackling unsexy problems that…Mar 11, 2024Mar 11, 2024
Excitement and HesitationThis first appeared on my newsletter Boring Problems, where I write about how fundamental progress is made by tackling unsexy problems that…Feb 14, 2024Feb 14, 2024
Where is NetSuite (and All Traditional ERP) Getting Attacked From? Everywhere.ERP is getting unbundled horizontally and vertically.Oct 1, 20232Oct 1, 20232
ERP at the Precipice: Unbundling North to South and East to WestTechnology works in cycles. This time is no different.Sep 28, 20231Sep 28, 20231
Supply Chain Visibility is at the core of the supply chain tech stack (Market Map)At Ridge, we’ve been thinking a lot about many of the core logistics systems, including where there are opportunities for new supply chain…Jun 30, 2023Jun 30, 2023
Supply Chain Data — The Current State, and What’s NextSupply chain is one of the oldest industries out there, and along with it, some form of visibility into its performance.Jun 21, 2023Jun 21, 2023
The Next Half of E-commerceWe’ve now had 40 years of e-commerce since the Boston Computer Exchange first launched in 1982, rising to $4.2T spent last year.Mar 27, 20231Mar 27, 20231
How to Build a NetSuite Killer in 2023Me: “Is a NetSuite-Killer a smart or dumb thing to be building right now?”Mar 20, 20232Mar 20, 20232
How We Win Over 90% of The Investments We SeekOver the last 4 years, we’ve backed 93% of the companies we’ve offered a term sheet to. Most of those are wins where we’re the lead…Dec 21, 2022Dec 21, 2022