Blog
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Customer-Level Gross Margin Is a Product Signal
One slightly uncomfortable data point from inside Airspeed: most of our customers have healthy gross margins, but a small number currently cost us more to serve than they pay us.
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Your Time as a Founder Is Worth $1,000 an Hour
In the early days of Airspeed, one of our advisors, Pablo Mendes, introduced me to Georg Bauser. Georg had built Accoleo, sold it to Airbnb, and then helped build Airbnb’s international expansion.
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A Forecast Spreadsheet Tells You What the Team Believes
Your forecast spreadsheet says what the team believes. Buyer evidence tells you whether it holds up.
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The Vision Is the Invariant. The Strategic Narrative Should Move.
Building a company right now, when everything seems to move at the speed of light, has had me thinking about the difference between a company’s long-term vision and its strategic narrative.
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The Interface Has Leverage. So Does Product Pull.
It took me a while to get into Acquired, but Devang talks about it so much that I eventually caved in.
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Your Company's Workflows Aren't Exhaust
An AI data company emailed us this morning about licensing Airspeed’s codebase to train next-generation AI models. The potential payout was more than $200,000, depending on volume and complexity.
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A Good Cold Email Is a Compression Problem
You have to appreciate a good cold email.
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Why AI Coding Works, and GTM AI Doesn't Yet
One reason AI coding works so well is that code has a built-in feedback loop.
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What Happens When a Software Engineer Designs a Company?
Google describes site reliability engineering as what happens when you ask a software engineer to design an operations team.
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The Person With the Context Can Now Do the Work
I have started contributing to our codebase again. Actual pull requests, not just feedback on specs or small copy changes.
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Everyone Owns Customer Success Until Nobody Does
At the beginning of 2025, I wrote that every person at Glyphic contributed to customer success.
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Agents Are the New Compilers
“Agents are the new compilers.”
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From Decision Support to Autonomous Execution
A little over two years ago, I sat down with Aarish Shah to discuss Devang’s and my vision for Glyphic.
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Must-Have Features Are Often Fossilized Workarounds
Startups often get dismissed for what they do not have yet.
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Love, Not Adoption, Is the Real Product Moat
We recently ran the Ellis Test at Glyphic: how would users feel if they could no longer use the product?
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Multi-arm bandits and the conflict between exploration and exploitation
We have recently started a reading group on reinforcement learning with a group of colleagues, following the draft of the second edition of Reinforcement Learning: An Introduction by Sutton and Barto. The PDF version of the book is available on the book website; we are using the draft from October 2015 (currently the latest one).
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How to download Human Connectome Project data from Amazon Web Services
All public releases of data produced by the Human Connectome Project (HCP) are available online through the ConnectomeDB. Nevertheless, I’ve had trouble running the Aspera Connect browser plugin – that’s required to download data from the database – on my Ubuntu machine (it crashes whenever I want to initiate a download).