Infrastructure as a Service Builds the Most Defensible Economics; Most Investors Are Looking at the Wrong Companies
Sunday, 03 May 2026
The most valuable companies right now aren’t building software for end users. They’re building the ground upon which other software stands. Consider that Stripe, Twilio, and Plaid together process a material fraction of the world’s digital economy, and most people couldn’t tell you what any of them actually sell because they don’t sell to you,
- Published in FinTech, healthcare, Infrastructure as a Service
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The Entrepreneurship in Texas Biosciences
Wednesday, 15 April 2026
On the heels of my return from Phoenix Biosciences Core and a talk about the Arizona startup ecosystem, Texas announces ARPA-H funding, Advanced Research Projects Agency for Health supporting transformative biomedical and health breakthroughs. It didn’t luck into it with a last-minute pitch deck and a prayer. Four major cities put aside their egos, formed
- Published in Biosciences, healthcare, Regional Development, Texas Startups


