Polish roads aren't Garbicz
Me praising the Poles for their highways
Thought · 14 Sep 2026
Getting up and running at
- Clueless Pennies, my Substack newsletter
- Start stacking capital up wisely, my financing tool
- Financing your hardware-heavy business, my financing playbook
Recents
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Siting hard things, with Ryan Abramson
Hard tech founders will spend four years perfecting a reactor and four weeks picking where to build it. Then they act surprised when the grid study eats half their runway and the…
Interview · 3 Sep 2026
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Acquiring failures, with Michael Palmer
People read Katerra's collapse as a SoftBank story or from Brian Potter's infamous article . Big check, bigger ego, predictable ending but that reading is lazy. To me the more…
Interview · 6 Jul 2026
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Building bet-taking machines, with William Godfrey
I've been trying to chat with Will for a while, and I finally caught his attention after I published the Capital Stack Tool . Will runs Tangible , helping hard tech companies…
Interview · 27 May 2026
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Adoption beats specs
The best jobsite wearable is the one workers put on every morning without being asked, which makes adoption the moat, not the sensor specs.
Thought · 24 Mar 2026
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Jobsites' consumer psychology
Adoption on the jobsite is a mental event before it is a logistical one, and workers reach for tools on trust and identity rather than spec sheets.
Thought · 18 Mar 2026
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Big Retail's R&D Lab Is Your 3PL
Large retailers use cash-crunched 3PLs as their automation proving ground. The winners are the system integrators and the WaaS platforms serving the SMB long tail.
Thought · 12 Mar 2026
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Snake Robots Want Your Underwater Pipes
Rigid ROVs and PIGs fail where pipes get weird. Snake robots navigate those geometries, but the form factor is still unproven.
Thought · 10 Mar 2026
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Who Owns the Bathtub Wins Robotics
NVIDIA already owns the synthetic data, the models and the silicon, which caps how big an independent robotics data infra player can realistically get.
Thought · 10 Mar 2026
