Phuong Do Hue
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on the atlas — 29
- Becoming Data Driven in Business: A Series - Commoncog2 savers
- How AI Mode Works and How SEO Can Prepare for the Future of Search -1 savers
- Rethinking SEO in the age of AI | Eli Schwartz (SEO advisor, author)1 savers
- How to think in writing - by Henrik Karlsson29 savers
- How To Understand Things - Nabeel S. Qureshi12 savers
- Nabeel S. Qureshi | Substack4 savers
- First Principles Problems, Secondhand Solutions1 savers
- Reflections on Palantir - Nabeel S. Qureshi9 savers
- Reflections on OpenAI33 savers
- Is AI Making Us Lazy? - Cal Newport1 savers
- Your Brain on ChatGPT: Accumulation of Cognitive Debt when Using an AI Assistant for Essay Writing Task2 savers
- Why AI startups are blowing past revenue milestones that old-school SaaS could only fantasize about.1 savers
- Vietnam’s economy is booming, but its new leader is worried1 savers
- The man with a plan for Vietnam1 savers
- The Heart of Innovation: Why Most Startups Fail - Commoncog3 savers
- Best Self-Service BI Tools: A Fact-Based Comparison Matrix (2025)1 savers
- Holistics vs Looker: A Feature-by-Feature Comparison | Self-service BI Platform1 savers
- Good Synthesis is the Start of Good Sensemaking - Commoncog1 savers
- There Is No Truth in Business, Only Knowledge - Commoncog1 savers
- Operational Excellence is the Pursuit of ‘Knowledge’ - Commoncog1 savers
- How to Become Data Driven - Commoncog1 savers
- Lessons from Human Data Analysts to Improve the AI Variety1 savers
- Vanguard as a Demand-Side Mystery - Commoncog1 savers
- The Jobs to be Done Framework (to Understand Demand) - Commoncog1 savers
- Goodhart's Law Isn't as Useful as You Might Think - Commoncog1 savers
- You Aren't Learning If You Don't Close the Loops - Commoncog3 savers
- Process Improvement is Trickier Than You Think - Commoncog1 savers
- Business Expertise - Commoncog2 savers
- Speedrunning the Skill of Demand - Commoncog1 savers
highlights — 138
Your ranking is probabilistic, not deterministic, and your presence in the result depends as much on embedding alignment as it does on authoritativeness or topical breadth.
How AI Mode Works and How SEO Can Prepare for the Future of Search -Agents will tailor the information based on their understanding of the user and their reasoning against your message.
How AI Mode Works and How SEO Can Prepare for the Future of Search -the new environment basically requires that we consider bots as a primary consumer because the bots are the interpreters of information for the end user.
How AI Mode Works and How SEO Can Prepare for the Future of Search -James concluded that the user doesn’t care where content comes from as long as they get viable answers.
How AI Mode Works and How SEO Can Prepare for the Future of Search -then the marketers are expected to make that product fit into the thing that 24:16 the search results are around. And it doesn't work because that's not what they're looking for. No one asked the question of what it is that they're looking for. So now that SEO is changing and you really need to think about this mid funnel and 24:28 you need to think about a user experience and a buyer experience when they're doing the search. I think it all comes together. And this is where the product people now need to think about. How do we position this to the user that is not going to find out about this …
Rethinking SEO in the age of AI | Eli Schwartz (SEO advisor, author)up until AI overviews, up until this entire concept of LLM, whoever won on that long form piece of content, would get that first click. But now that doesn't exist anymore.
Rethinking SEO in the age of AI | Eli Schwartz (SEO advisor, author)LLMs and AI in general is forcing people to think, again, how should SEO work? How should I be driving business from a search channel?
Rethinking SEO in the age of AI | Eli Schwartz (SEO advisor, author)Synthesis is difficult because it demands original thought. It asks that you take in everything that you see, and find some organising principle to explain the big mess of observations in front of you. It demands that you come up with theory from scratch.
Good Synthesis is the Start of Good Sensemaking - Commoncogas I read what I’ve written, I see cracks spreading through my ideas. What seemed right in my head fell to pieces on the page.
How to think in writing - by Henrik KarlssonNot all writing helps me think. Most ways of writing are weak, or even counterproductive, in this regard. You have to approach it in the right way.
How to think in writing - by Henrik KarlssonWhen I think about the most influential people in AI today, they are almost all people in the room - whether at an AI lab, in government, or at an influential think tank. I’d rather be one of those than one of the pontificators. Sure, it’ll involve difficult decisions. But it’s better to be in the room when things happen, even if you later have to leave and sound the alarm.
Reflections on Palantir - Nabeel S. QureshiYou’re at the mercy of history, in some ways, and you’re betting that (a) more good is being done than bad (b) being in the room is better than not. This was good enough for me. Others preferred to go elsewhere.
Reflections on Palantir - Nabeel S. QureshiBut it seems to me that ignoring category 3 entirely, and just disengaging with it, is also an abdication of responsibility. Institutions in category 3 need to exist. The USA is defended by people with guns. The police have to enforce the law, and - in my experience - even people who are morally uncomfortable with some aspects of policing are quick to call the police if their own home has been robbed. Oil companies have to provide energy. Health insurers have to make difficult decisions all the time. Yes, there are unsavory aspects to all of these things. But do we just disengage from all of t…
Reflections on Palantir - Nabeel S. QureshiIt’s hard to replicate, though - you need a visionary billionaire and an overlooked sector of the economy. AI/ML was not hot in 2015; govtech was not hot in 2003.
Reflections on Palantir - Nabeel S. QureshiThere’s something to this correlation: by making the company about something other than making money (civil liberties; AI god) you attract true believers from the start, who in turn create the highly generative intellectual culture that persists once you eventually find success.
Reflections on Palantir - Nabeel S. QureshiMost people are not willing to do this -- looking stupid takes courage, and sometimes it’s easier to just let things slide.
How To Understand Things - Nabeel S. QureshiRelated to this is honesty, or integrity: a sort of compulsive unwillingness, or inability, to lie to yourself.
How To Understand Things - Nabeel S. QureshiYou have to be able to motivate yourself to spend large quantities of energy on a problem, which means on some level that not understanding something — or having a bug in your thinking — bothers you a lot. You have the drive, the will to know.
How To Understand Things - Nabeel S. QureshiThis quality of “not stopping at an unsatisfactory answer” deserves some examination. One component of it is energy: thinking hard takes effort, and it’s much easier to just stop at an answer that seems to make sense, than to pursue everything that you don’t quite get down an endless, and rapidly proliferating, series of rabbit holes.
How To Understand Things - Nabeel S. QureshiI concluded that what we call 'intelligence' is as much about virtues such as honesty, integrity, and bravery, as it is about 'raw intellect’.
How To Understand Things - Nabeel S. QureshiOnce in awhile, put away all concepts you read about online and reason “up” from the base of your experience and what you’ve seen and done. (e.g. What were some of the best decisions you made? The worst? Why? Can you apply those lessons now? etc.)
Nabeel S. Qureshi | SubstackForm opinions on things and then find the strongest critique of those opinions. Repeat.
Nabeel S. Qureshi | SubstackLean into the good kind of fear.
Nabeel S. Qureshi | SubstackPay attention to your production/consumption balance. If you’re only consuming and not producing, fix that.
Nabeel S. Qureshi | SubstackFigure out what your primary focus is and make progress on that every day, first thing in the morning, no exceptions. Days with 0 output are the killers. (Tyler Cowen)
Nabeel S. Qureshi | Substackrecruiting good people is hard, and you need a differentiated source of talent.
Reflections on Palantir - Nabeel S. QureshiOne of my favorite insights from Tyler Cowen’s book ‘Talent’ is that the most talented people tend to develop their own vocabularies and memes, and these serve as entry points to a whole intellectual world constructed by that person.
Reflections on Palantir - Nabeel S. QureshiThis is one reason why former FDEs tend to be great founders. (There are usually more ex-Palantir founders than there are ex-Googlers in each YC batch, despite there being ~50x more Google employees.) Good founders have an instinct for reading rooms, group dynamics, and power. This isn’t usually talked about, but it’s critical: founding a successful company is about taking part in negotiation after negotiation after negotiation, and winning (on net). Hiring, sales, fundraising are all negotiations at their core. It’s hard to be great at negotiating without having these instincts for human beha…
Reflections on Palantir - Nabeel S. QureshiAI flips that dynamic. AI is collapsing time-to-value down to first use - literally in the first prompt. The moment a user sees the AI generate something meaningful, they’re hooked. It may not be the final "aha!", but the instant feedback loop creates strong initial pull and natural habit formation. That’s why, as the Stripe report points out, most AI companies are leaning into usage-based or credit-based pricing models.
Why AI startups are blowing past revenue milestones that old-school SaaS could only fantasize about.it’s not difficult to see why: they simply did not make follow-on investments in startups that hadn’t found authentic demand.
The Heart of Innovation: Why Most Startups Fail - CommoncogAs a reminder, authentic demand for a solution is defined as: when someone is put in a situation, they cannot not buy (or use) the solution.
The Heart of Innovation: Why Most Startups Fail - CommoncogPut simply, you have PMF when you’ve found authentic demand
The Heart of Innovation: Why Most Startups Fail - Commoncogfor some products in some situations you might fix A, B, and C and hit the jackpot, but it is not consistently true, and so it is too easy to abuse
The Heart of Innovation: Why Most Startups Fail - CommoncogIn all of these companies, it is more accurate to say that default behaviour changed in relation to a product.
The Heart of Innovation: Why Most Startups Fail - CommoncogThe proof of this is that there are companies that have tapped into authentic demand that do not solve any explicit pain. Facebook, Tiktok, and Instagram are good examples of this.
The Heart of Innovation: Why Most Startups Fail - CommoncogThe obvious conclusion is that authentic demand can exist whether or not pain exists. The two are independent things.
The Heart of Innovation: Why Most Startups Fail - CommoncogIf a purchase has already occurred, demand may exist; you may work backwards to find pain that is be a good predictor of future purchases. But you cannot take a random pain and work forwards with any guarantee that it would result in authentic demand.
The Heart of Innovation: Why Most Startups Fail - Commoncogevaluating demand in terms of value propositions, desires or pains is simply not predictive
The Heart of Innovation: Why Most Startups Fail - CommoncogAuthentic demand exists for a solution when someone is put in a situation and they cannot not buy (or use) the solution.
The Heart of Innovation: Why Most Startups Fail - Commoncogsituations can be as if not more important than customer traits when searching for demand
The Heart of Innovation: Why Most Startups Fail - Commoncogpeople buy based on the situation they find themselves in, not just based on who they are or how they see themselves
The Heart of Innovation: Why Most Startups Fail - Commoncogsituations matter as much if not more than psychographics or demographics when evaluating demand
The Heart of Innovation: Why Most Startups Fail - Commoncogthey naturally also think about the situation they are selling into.
The Heart of Innovation: Why Most Startups Fail - Commoncoghumans are pattern matching machines, and good go-to-market folk naturally pattern match across successful deals
The Heart of Innovation: Why Most Startups Fail - CommoncogSometimes what we do depends not on what traits we have, but what situations demand of us.
The Heart of Innovation: Why Most Startups Fail - CommoncogThe goal of Deliberate Innovation is to identify ‘authentic demand’ — that is, the kind of demand that means product-market fit, instead of the fake demand Furst and Chanoff suffered through in Damballa.
The Heart of Innovation: Why Most Startups Fail - CommoncogThis is why we need a better theory of demand. A quarter of your career is a very high cost to pay. You can always make more money, but you aren’t ever going to get that time back.
The Heart of Innovation: Why Most Startups Fail - CommoncogMost careers last 40 years. 10 years is a quarter of that. Burning a quarter of your career on a startup with no real demand is a huge hit to take.
The Heart of Innovation: Why Most Startups Fail - CommoncogData teams use LookML to define dimensions, measures, and business logic in a centralized model.
Best Self-Service BI Tools: A Fact-Based Comparison Matrix (2025)bringing in Mode’s strong code-first analytics to complement ThoughtSpot’s search interface, a nod to serving both analysts and business users in one ecosystem.)
Best Self-Service BI Tools: A Fact-Based Comparison Matrix (2025)