DB Software Musings

How Equity Works

In the past week, the Windsurf deal has put employee equity in a spotlight.

Jul 16 • DB

24

How Sustainable are GenAI Unit Economics?

A lot is riding on AI being a sustainable business so I attempted to estimate the unit economics of the core business of GenAI as it stands today.

Jul 7 • DB

3

June 2025

Software Toolkit for Generalists (pt 3)

Modeling Nuances

Jun 6 • DB

11

4

1

Software Toolkit for Generalists (pt 2)

Business Models

Jun 1 • DB

14

May 2025

Software Toolkit for Generalists

Part 1: Taxonomy and Fancy Words

May 31 • DB

11

1

March 2024

Cloud Penetration

Thought I’d share some of the work we’ve recently done to calibrate the total level of cloud penetration across apps and infrastructure.

Mar 5, 2024 • DB

12

2

March 2023

Introducing the ShitCo Index

Def. not investment advice

Mar 19, 2023 • DB

24

2

December 2022

Snapshot of the Unprecedented(?) Value Destruction in CPaaS

Not investment advice

Dec 8, 2022 • DB

5