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Showing posts from April, 2025

Habits

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“Chains of habit are too light to be felt until they are too heavy to be broken.” – Munger and Buffett at the 2015 Berkshire Hathaway Annual Shareholder Meeting Recently, I attended a talk by James Clear, author of Atomic Habits . Below is a summary of his framework for making and breaking habits—along with some of my reflections and questions. Chains of habit (image credit: Gemini) How Habits Are Formed According to Clear, habits form through the repeated execution of four steps: 1. Cue – A trigger or reminder (e.g., you see a cookie). 2. Craving – The cue leads to a desire (e.g., you want the cookie). 3. Response – The craving drives an action (e.g., you eat the cookie). 4. Reward – The action provides a reward (e.g., you feel good). Note: I like the simplicity of this framework, but it's not airtight. For instance, you can experience a craving without an external cue—sometimes I just feel like a cookie without seeing one. Also, some habits form through training rather ...

Success

Lack of principles can make one succeed in a society bound by principles. 

Why Selling GenAI Feels Nothing Like SaaS

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Earlier this week, at a roundtable hosted by Chargebee , a group of GenAI (AI) founders compared notes on a shared learning: building and selling AI products to businesses is not just harder than selling SaaS — it is "fundamentally different'. Many entered the market expecting to ride the SaaS (Software as a Service) playbook to success. They are now discovering it’s written in a different language. Here are five reasons why: 1. The Vanishing Customer Profile In SaaS, identifying the Ideal Customer Profile (ICP) is often straightforward: a clear job to be done, a known budget holder, and measurable ROI. In GenAI, that clarity dissolves. Everyone wants to “experiment with AI.” Few want to commit. Interest is high, intent is elusive, and trial usage often masks the absence of a real buyer. 2. The False Promise of PLG Product-Led Growth — the darling of modern SaaS — is stumbling in the AI world. While PLG drives traffic and trials, it fails to convert at scale. AI products often...