Software Synthesis
Subscribe
Sign in
Home
Operator Insights
Software
Go-To-Market
Fintech
Investing
Archive
About
Investing
Software Production Functions and Recombining Ideas
The role of building blocks and ideas in the software production function
Feb 12
5
Share this post
Software Production Functions and Recombining Ideas
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
Multi-Product In Pictures
From ServiceNow to Rippling: How it started and how it's going
Jan 22
13
Share this post
Multi-Product In Pictures
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
2
Why I Write
A Schelling Point To Founders And Compressing Knowledge
Dec 18, 2023
7
Share this post
Why I Write
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
1
Software Market Genes
Market share stability, pricing power, and disruptive innovations
Nov 6, 2023
3
Share this post
Software Market Genes
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
Risk Curves in Venture Capital
Early stage venture continues to institutionalise
Oct 30, 2023
7
Share this post
Risk Curves in Venture Capital
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
Constraints
As a forcing function for focus and efficient growth
Sep 4, 2023
Â
•
Â
Akash Bajwa
8
Share this post
Constraints
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
1
Cornered Resources in AI
Snowflake and talent scarcity as a moat in AI
Apr 24, 2023
Â
•
Â
Akash Bajwa
4
Share this post
Cornered Resources in AI
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
Consensus Trajectories
All companies are on the path from non-consensus to consensus
Mar 13, 2023
Â
•
Â
Akash Bajwa
1
Share this post
Consensus Trajectories
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
TAM Mirages
Traversing through the idea maze in non-obvious markets and approximating market size on problem value
Feb 27, 2023
Â
•
Â
Akash Bajwa
7
Share this post
TAM Mirages
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
2
ICONIQ: The Nexus of VC, Hollywood and Silicon Valley
Differentiation through an unparalleled network
Sep 19, 2021
Â
•
Â
Akash Bajwa
6
Share this post
ICONIQ: The Nexus of VC, Hollywood and Silicon Valley
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
Coatue: The cub on the prowl
The Tiger cub that's likely to make its mark known in 2021
Sep 12, 2021
Â
•
Â
Akash Bajwa
19
Share this post
Coatue: The cub on the prowl
akashbajwa.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts