Brian Balfour
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The Four Fits: A Growth Framework for the AI Era
Everything's changed. Here's how to reach $100m at venture speed.
Sep 25
•
Brian Balfour
78
1
The new entry point: Why Atlassian Acquired The Browser Company
Atlassian’s acquisition of The Browser Company (maker of Dia and Arc) raised a lot of questions. Here are five reasons why this may have been a great…
Sep 16
•
Brian Balfour
37
4
July 2025
How Claude Is Building A Unique Growth Engine Out of User-Created Apps
Anthropic recently launched Claude AI-powered apps. It's unique constraints creates a potentially new powerful growth model. Here is a full breakdown.
Jul 21
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Brian Balfour
and
Fareed Mosavat
64
10
June 2025
How To Navigate The AI Distribution Shift
The AI tech shift happened. The AI distribution shift Is just beginning. Here's how to play the game before it plays you.
Jun 29
•
Brian Balfour
and
Fareed Mosavat
50
7
The Next Great Distribution Shift
Thank you to Casey Winters, Aaron White, Dan Hockenmaier, Fareed Mosavat and Adam Fishman for reading early versions of this and providing feedback.
Jun 18
•
Brian Balfour
581
69
AI Native Product Teams: How They Will Think, Work, and Build Differently
Every decade, a technology shift rewrites how we build and grow products. We are in the midst of one with AI but are underestimating (not…
Jun 15
•
Brian Balfour
35
2
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