What I am noticing while building, investing, and thinking out loud.
A personal stream of essays and shorter notes from Josef Holm. Technology, AI, company building, investing, and the occasional operating scar.
Mostly notes that survived the first draft.
I write when a pattern keeps following me around: a technology shift, a founder problem, an investing lesson, or a piece of operational judgment that feels useful outside the room where it appeared.
Technology in plain language
AI, software, crypto, and infrastructure when the practical consequence matters more than the announcement.
Founder and operator notes
Lessons from building companies, making decisions with imperfect information, and learning which problems return in better costumes.
Investing and markets
Reflections from venture rooms, public events, and the long arc of technology cycles.
Founders, technologists, investors, and curious people who like practical thinking.
There is no funnel here. Read because the ideas are useful, disagree because the ideas are specific, and leave whenever the signal drops.
Written by Josef Holm.
Josef Holm is an Austrian technical founder based in Dubai. He has spent 30 years building technology companies, founded 8 companies, grew his first venture to $50M in sales, and was named 2021 Investor of the Year at AIBC Dubai.
New notes appear when there is something worth saying.
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