Matt Brown's Notes

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No direct emails from notes.mtb.xyz. Read inside Substack or via the RSS feed. 10 posts pulled from the feed. Referenced 5 times by other newsletters.

Recent posts

• 2026-04-20Vertex 2026: notes from the vSaaS world
• 2026-04-09The 150-Pound Computer
• 2026-03-11Fintech's moats don't compile
• 2026-01-22Vertical software already won the context graph
• 2026-01-12The thermodynamics of risk
• 2025-10-14Your data model is your destiny
• 2025-08-13Embedded fintech in 1,000 words
• 2025-05-13Why VC and software have PE envy
• 2025-03-26Vertical AI: beware what you wrap
• 2025-01-07Stablecoins in 1,000 words

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