
Product & process. Creator of Shape Up. Prev: 37signals. [email protected]
Lisbon
Joined November 2007
- Tweets1.8K
- Following41
- Followers52.8K
- Likes2.7K
Working on a side project with Amp. But the first version that came back was too far from what I wanted. So I shifted to a breadboard view and iterated from there. Like moving up to higher altitude. Here's a timelapse of 24 revisions. In the end, pushed the new plan to Amp.
"Interface" is such a powerful word because you can use it talking about software or you can use it talking about a value chain. And the meaning doesn't change.
Another word for "simplicity" is "leverage."
How much of the same thing can I get out of fewer elements.
"Product" means working backward from an interface.
The interface -- human, API, CLI -- is where the value happens.
This was so cool to see. Every time my Stratechery invoice arrives, I cheer a little.
Love the wide inner margins.
And now you can preorder the NOMAD LETTERS (out December 1!): press.stripe.com/nomad-lette…
For years these letters have circulated (at first, unofficially) among investors, acquiring a devoted readership. We wanted to give them a permanent home in print.
Nick and his partner Qais Zakaria’s record is extraordinary. The letters are the account of how they got there, featuring everything from studying Amazon and Costco (Nomad’s defining investments)—to visiting cement plants in Zimbabwe, and beyond.
They’re candid about their mistakes and curious about the forces that shape investors’ behavior: incentives, psychology, and the wisdom (or foolishness!) of the crowd.
Since closing the fund, they’ve devoted their time to philanthropy, a journey Nick recounts in the lovely foreword he wrote for this edition.
I’m thrilled to continue adding to the investing corner of our catalogue, and I can’t think of a better work to follow Poor Charlie’s Almanack. ❣️
You're seeing a Notion doc there massively zoomed out. The agent created a private "diff" copy of the original shaping doc, with yellow and green highlights for changes and additions. I make corrections directly to the Notion doc, letting the highlights draw my attention. Then once I'm satisfied, I tell it to merge. And boom. Everyone has a new human and agent-readable source of truth that reflects the new decision. ■
Since I prefer to use the breadboard as the bottom-most truth, I always update the prose afterward. I think of it like the commentary on or the detailing of the breadboard.
Claude Code never gets 100% there, but Opus 5.5 is reliable at getting me 90% of the way there. It makes a diff like this:
It presented a few options of how to explain the new logic... (not shown here) ... and then it revised the breadboard with the change for me to inspect.
Next is updating the prose...












