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On investing, on building, and on the places the two turn out to be the same problem.
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60
investing
7
building
36
ai
32
water
45
consulting
8
principles
9
2026
A ban on fields, a bill at the landfill
Nov 6
The deadline Ridgewood is racing
Nov 6
What the first 18% pays for
Nov 6
Date it, then go look
Nov 5
Write it down before they retire
Oct 27
Who said yes to that match?
Oct 27
Check what the utility is under before you call
Oct 27
One program, six records
Oct 27
Show me the page
Oct 27
Find the board meeting before the pilot starts
Oct 27
Ask your vendor three questions
Oct 26
Two backlogs, one blind spot
Oct 26
The old system hid the bill
Oct 26
Years before the award
Oct 18
Forty years on Stinson Creek: what one small plant's SRF record says about the end of IIJA
Oct 17
Power, control, signal: three small water awards and the record before them
Oct 14
The jagged edges the AI labs won't smooth
Oct 2
Main keeps moving
Oct 1
We are not a data provider
Sep 30
The specification was written by somebody
Sep 29
Every market study starts with the same three reports
Sep 28
The sales friction worth removing
Sep 28
We don't have the budget
Sep 25
Ninety percent of a permit is cookie cutter
Sep 24
The delta is the document
Sep 23
Nobody logs in to your dashboard
Sep 22
Anyone can write the email
Sep 8
Why can't we just ask ChatGPT?
Sep 7
One utility, all the way down
Sep 6
Fifty thousand is not a market
Sep 5
Build log: December 2025
Sep 4
The proposal you already wrote
Aug 31
The bid you already knew about
Aug 30
Everything you sold has a clock on it
Aug 29
There is no decision-maker
Aug 28
Nobody reads the minutes
Aug 27
The agent is the user
Aug 27
Twenty websites
Aug 27
The model was never the hard part
Aug 22
I did not design the roadmap
Aug 21
Buy the plane ticket
Aug 20
The right moment never comes
Aug 19
The problem statement I couldn't unsee
Aug 18
The day GWI launched WIN
Aug 16
Saying no fast is the kindest thing an investor does
Aug 15
The first write-off
Aug 14
Water is the next gold
Aug 13
Is there one small thing here worth paying for?
Aug 12
2025
Water's digital divide
May 15
2023
Where the whitespace is in digital US water utilities
Sep 20
The climate shift: we can't just 'mitigate', now is the time to adapt
Jan 31
2022
[Ask A VC] Finding diamonds in the haystack
Apr 23
2021
There is 'almost' never a good reason to use pie charts
Jan 11
Don't be in a rush to invest, build your corpus first
Jan 1
2020
Don't be in the employee mindset, ask what else can I do
Dec 29
Don't bet the farm when you invest in startups
Dec 29
Be a problem solver, not a problem creator
Aug 3
Choosing what asset class to invest in
Aug 3
Focus on what is in your control, everything else is a distraction
Aug 3
It's not about who is right but what is right
Aug 3
What I read: the books behind all of this