Tactical analysis of startup economics, developer pipelines, and why we think equity dilution shouldn’t be your default builder path.
File 06-01 / Essays & Analysis
Why the dating-game playbook is broken
For the last decade, non-technical founders have been told to 'go find a technical co-founder.' In the era of AI-driven venture orchestration, this advice isn't just outdated — it's active dilution. Let's analyze why.
Transparent venture economics
The dirty secret of uncapped rev-share models is that they look founder-friendly until you actually scale. Here is the mathematical breakdown of our capped model, and why future investors will prefer it.
The shape of the money, not the amount
Goterra raised more than A$20M, signed Woolworths, and still ran out of road. After 19 years co-founding Cellnovo, I don't think the amount was the real problem — it's the shape the money turns up in. Fund the finish, not the runway.
Differentiating core products from marketing sites
A quick-turnaround agency builds billboards so local businesses can be found on Google. Quokkacorn builds the cognitive engines, billing systems, and data pipelines that power SaaS and AI startups. Let's analyze where we draw the line.
The future of Australian entrepreneurship
Victoria's startup ecosystem is now worth $139 billion, but the next wave of founders won't look like Atlassian or Canva. Here is why the future belongs to profitable, stubborn little businesses.
