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The Foundation Strategy: How the SpaceX IPO Unmasked a Planetary Monopoly
We treated his companies like separate investments. The IPO prospectus proves they are all layers of a single Martian supply chain.
Jun 12
•
Phin Barnes
6
1
1
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The Best Companies Will Stop Making Software
A shoe, a spec, and software’s Nike moment
May 4
•
Phin Barnes
25
2
15
Systems of Judgment
In AI, the scarcest resource is judgment.
Apr 30
•
Phin Barnes
7
Where the Sweetest Margins Live in Jensen’s 5-Layer Cake
The two margin levers driving the entire AI economy
Apr 28
•
Phin Barnes
2
The difficulty with being decisive in our AI world
Making quick decisions takes discipline and if you can do it, it helps filter down the noise, but being decisive and right is a much more challenging…
Oct 12, 2025
•
Phin Barnes
4
Build in The Bay
We're from The Bay so we build a little different
Oct 14, 2024
•
Phin Barnes
3
Please stop with the first principles
90% of the time CEOs should prioritize pace of execution over cleverness and novel solutions
Oct 9, 2024
•
Phin Barnes
4
If everyone is an analyst, be an artist.
A truth is emerging in the age of AI everything.
Oct 4, 2024
•
Phin Barnes
4
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