Hey, I'm Dan! I invest in early-stage startups at Madrona and write a weekly newsletter called the DL

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Dan Thoughts

Value creation and value capture - SR99 case study

Last week the Seattle Times reported that it costs $0.30 to collect $1.00 for the 99 Tunnel toll. Apparently, back when people collected physical money in tollbooths, collection overhead was 20-30%, so 30% is really bad.

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Boeing's 737 MAX and what it means for AI

The 737 MAX investigation raises a lot of interesting questions about AI, so here is my two-minute summary of the situation and what it means for the future of automation:

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Disrupt yo self! 💥

It’s really interesting to see corporate strategy play out in this era of technology and innovation because innovators are willing to take gigantic bets and disrupt themselves...

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