Agent or SaaS? Wrong Question
How to build software in an AI era
ReadWriting
Notes on founders, friction, and conviction.
Essays and recaps on pre-seed investing and building companies that reduce friction at scale.
Navigating Life's Big Decisions: Insights from Alec Torelli
This is my new podcast, The First Bet. What I'm going to be exploring with my guests is how you get conviction to make a decision to deploy capital or commit a significant amount of resources when the
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Surviving Softwaremageddon: How to Invest in SaaS When $1T Just Vanished
May you live in interesting times. That old line was meant as a curse — the wish that you'd live through chaos instead of calm. Welcome to software in 2026.
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Why the AI Application Layer Will Eat Infra for Breakfast
(And How to Profit Before the Buffet Closes)
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How I Gain Conviction in Early-Stage Startups
I'm a solo GP at Incisive, writing $250k-$500k checks Pre-Seed to support B2B founders. After 20 years of investing and over 300 investments, it is more clear than ever that pre-seed investing isn't a
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⚔️ The Resistance: The Invisible force Every Founder Must Face
Every founder I’ve ever backed has faced it — though few could name it.
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EssentialsOnly – My 30 Days of Stoic October
This October, I’m doing something simple, strict, and surprisingly hard: spending 30 days living with only the essentials. No extras. No indulgences. No mindless spending. I’m calling it #EssentialsOn
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One of the Fastest Ways to Torch Investor Trust? Fuzzy Revenue Math
(A practical field-guide for founders who’d rather ship product than explain spreadsheets.)
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Anatomy of a Baby Unicorn: How Pre‑Seed Startups Actually Break Out
Insights from Martin Tobias (Incisive), Webinar for Founders, September 17, 2025.
ReadReducing Friction at Scale — Founder One‑Pager
A one‑page template to frame your product as “deleting steps” in a painful B2B workflow.
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RECAP: "What is Product Market Fit and how do you know when you have it?"
Watch the full broadcast through this link: What is Product Market Fit and how do you know when you have it?
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Your First 5 Hires Will Make or Break Your Startup (And Most Founders Get It Dead Wrong)
From someone who's funded 300+ B2B companies and seen every hiring disaster imaginable
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