Building at the
frontier.
Five-time founder writing weekly about AI, operating, and what it takes to build companies that compound. Seattle-based, building globally.
Field notes from the edge.
DTC Podcast from ShopTalk 2025
I had a great time earlier this year chatting with DTC Podcast about Klaviyo's evolution as a B2C CRM. Catch the video version of the podcast below. 00:00 - Why Klaviyo is a data company at its core 02:05 - Adil Wali’s journey from ModCloth to Meta to Klaviyo...
Read essay →ThetaEdge in Beta
One of my investments, ThetaEdge, is inviting a select group of beta testers to help validate the product. If you're sitting on stock that you don't want to sell, but you do want to make income from, ThetaEdge is for you. Automated options trading recommendat...
3 min · Read →VentureFizz – Meet the Executive
I had the pleasure of talking with VentureFizz, where we chat about Who is Klaviyo? My Role and Responsibilities My Background & Path to Klaviyo The latest at Klaviyo Why now is a great time to join Klaviyo
3 min · Read →Klaviyo acquires Gatsby!
3 min · Read →Thoughts on the Market: October 2022
September was a rough month for the equity markets, with the S&P 500 (-9.34%) and Nasdaq (-10.61%), marking the worst monthly decline since March of 2020. In our April letter, we called for a 3250 downside target on the S&P 500. In our June letter, w...
4 min · Read →