Dan Hock's Essays
Dan HockenmaierThe strategy and tactics of growing startups and growing your career. Less frequent, more rigorous essays.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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danhock.coLatest Issues
How to Use AI Without Losing Your Mind
Over the last 18 months, some people have hit another gear with AI. They’re moving faster and shipping more without sacrificing quality.
But thanks to the relentless AI hype machine, many others have not only failed to improve, but have ac...
The End of Fragmentation
Many people seem to have the intuition that AI will fragment markets.
The thinking is that because it is now much easier to create software, new companies will be built to serve every niche use case and low-TAM market. Clones of major tech...
The Software Shakeout: What Is Durable and What Is Not in the Age of AI?
Three weeks ago, investors took a pause from plowing money into AI infrastructure to consider what all those dollars were meant to disrupt, and promptly wiped out $1T in software market cap.
Is it oversold? Unclear. Multiples are the lowes...
Becoming an artist to outrun the machines
“The intangibles seem to be becoming more important, not less important over time. It seems to be becoming more like an art and less like a science as we go.”
This was Marc Andreessen describing how venture capital is changing1, but he c...
LLMs vs. Marketplaces
LLMs are on a collision course with marketplaces. The Verge calls it The DoorDash Problem:
So what, exactly, is the DoorDash problem? It’s what happens when an AI interface gets between a service provider, like DoorDash, and you, who mig...
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Authors
The writers behind this newsletter.
Strategy, growth, and marketplaces. Always trying to separate signal from noise. Chief Strategy Officer at Faire.
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