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The End of Fragmentation
Why AI will consolidate markets and create the biggest businesses of all time
Mar 19
•
Dan Hockenmaier
47
9
2
The Software Shakeout: What Is Durable and What Is Not in the Age of AI?
A lot has been said about the software selloff in the last few weeks. This is an attempt to distill all of that into a framework to predict which…
Feb 19
•
Dan Hockenmaier
134
8
13
Becoming an artist to outrun the machines
The skills that still matter as AI progresses, and how to develop them
Feb 10
•
Dan Hockenmaier
112
14
29
LLMs vs. Marketplaces
Which marketplaces will probably win the battle with LLMs, which will probably lose, and what any marketplace can do to improve its odds.
Jan 13
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Dan Hockenmaier
155
43
19
How to make your writing C.R.I.S.P.
A framework for improving your business writing with templates and an LLM prompt
Sep 4, 2025
•
Dan Hockenmaier
72
3
3
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Generalist Disease
Sep 25, 2023
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Dan Hockenmaier
645
51
75
LLMs vs. Marketplaces
Jan 13
•
Dan Hockenmaier
155
43
19
Why Did DoorDash Win?
Jan 22, 2025
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Dan Hockenmaier
277
30
24
The Software Shakeout: What Is Durable and What Is Not in the Age of AI?
Feb 19
•
Dan Hockenmaier
134
8
13
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Vibe Analysis
AI is coming for data analysis, and it will never be the same
Jul 31, 2025
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Dan Hockenmaier
127
23
15
Build, Sell, Understand
A framework for navigating your startup career
Jul 14, 2025
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Dan Hockenmaier
117
25
16
The internet killed general-purpose products. AI will bring them back.
AI will break fundamental trade-offs in product design and bring back massive general-purpose products in retail, media, education, and more.
Jun 11, 2025
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Dan Hockenmaier
57
13
10
How to Design an Org for Founder Mode
Examples from Apple, Airbnb, Shopify, and Nvidia
Feb 7, 2025
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Dan Hockenmaier
116
25
17
Why Did DoorDash Win?
Three stories, all of which are true.
Jan 22, 2025
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Dan Hockenmaier
277
30
24
The Leaky Bucket Theory of Network Effects
A framework for understanding the strength of a marketplace’s network effect
Dec 9, 2024
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Dan Hockenmaier
92
14
15
Playing Game One
A two-minute career manifesto for ambitious people
Oct 8, 2024
•
Dan Hockenmaier
98
4
7
How to be Strategic
The actual nature of strategic work, and how to become great at it
Sep 30, 2024
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Dan Hockenmaier
208
17
21
When to join a startup
Learning to assess risk will help you maximize the economic outcome of joining a startup
Aug 1, 2024
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Dan Hockenmaier
203
17
23
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Dan Hock's Essays
The strategy and tactics of growing startups and growing your career. Less frequent, more rigorous essays.
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