Product & Investing Nerd
Eugene TingConnecting the dots on Software, AI, Value Investing and Product. Post weekly landing, typically on Fridays.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 100 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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productandinvestingnerd.substack.co...Latest Issues
One Butler To Rule Them All
And one Butler to bind them...
“Thou shalt not make a machine in the likeness of a human mind.”
Becoming and Defending the Standard
In the Age of AI, nothing is sacred.
One of themes that has become an investing mental model of mine is how successful businesses (and/or products) become a standard in the customers’ minds. Becoming the standard often affords you this psy...
Public Equity and Constellation Software Goes A While Back
A subscriber pinged me recently to flag something I’d glossed over: the Sabre situation isn’t new territory for Constellation and Volaris. There are at least two prior attempts at what Mark Leonard has been calling PEMS, Permanent Equity Mi...
This is an Anti-Post
Writing about tech Products & Investing these days means one has to touch upon this whole artificial intelligence topic. I couldn’t escape it if I tried, but also I cannot stop myself from using new products anyway.
NOTE: All the emdashes...
One bad apple spoils the bunch
If we looking at the winners and losers of the AI race, be in the consumer space or in the business space, it’s clear that the good enough product wins.
Unlike the deterministic world that we lived in before where programming one action le...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Studying and sharing what endures in tech, markets, software and in the people who build them. Ex-SaaS Founder, AI patent holder, Product leader, Human Factors Engineer and Private Investor.
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