Archive - Conviction

July 2025

June 2025

Hamilton Helmer's 7 Powers Rewritten

AI is challenging his rules of business

Jun 23 •

The Liquid Self

Taste Is Identity. Software Is Taste.

Jun 16 •

The Identity Layer: How AI Is Transforming Software from Function to Tribe

When every tool can do everything, what you choose reveals who you are

Jun 9 •

Conviction Is Evolving

When I first started this newsletter, I had one simple goal: to go deep into a new consumer company every week.

Jun 9 •

April 2025

This Week's Signal

Navigating the Noise

Apr 28 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts