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Matt Brown's Notes

Matt Brown

Notes on fintech, vertical software, and VC.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues37SubscribersRead notes.mtb.xyz

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Your data model is your destiny

Product market fit is the startup holy grail. “Product” and “market” are essential, but a startup’s data model is the dark matter that holds them together.

2 months ago
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Embedded fintech in 1,000 words

You might’ve heard the joke: airlines are just credit card companies that happen to own planes. It isn't far from the truth. Loyalty program fees generate the bulk of US airline profits.1

4 months ago
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Why VC and software have PE envy

Imagine you’re the world’s most entrepreneurial dentist, the Mark Zuckerberg of molars. You’re great at cleaning teeth, but you’re also great at running a practice. You have your own playbook for the dental business.

7 months ago
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Vertical AI: beware what you wrap

Forget being dismissed as a ChatGPT wrapper. Anyone building vertical AI should fear being a wrapper around a system of record.

8 months ago
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Authors

The writers behind this newsletter.

  • Matt Brown

    Early stage investor at Matrix Partners https://mtb.xyz

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