GAMING
Why a studio with a hit game still cannot raise
Studios look at the peak month, investors at what remains after the lifecycle. That gap kills deals, and the right instrument is often not an equity round.
Read the essay →INSIGHTS
Written from direct experience.
I write about what I see building, investing and diagnosing companies in Vietnam's digital economy. No industry-report roundups, no rewritten news. Each piece is a pattern I have seen often enough to be worth writing down.
§01
Essays
DIAGNOSIS
Why revenue is not your problem
The three symptoms founders bring most, and how to trace them back to the root cause at the governance layer.
Read the essay →PATTERNS
What diagnosing 50 companies in two years taught me
The patterns that repeat most, and one thing almost every company is missing.
Read the essay →D2C
Vietnam D2C: when to worry about unit economics
Warning thresholds by stage, with a free self-diagnostic.
Read the essay →§02
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