#ESG & #AI/algorithm governance consultant @certAInify, seed stage investor, #MKETech advocate. Blessed with wonderful family & faith community. #EthicalAI #ESS
SE Wisconsin, USA
Joined February 2013
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Tim Tesch retweeted
Veterans Day is an important opportunity to honor those who have chosen bravery and experienced the depths of sacrifice.
Here at Convoy of Hope, we say thank you to the dedicated men and women who have served us and kept our nation safe. 🇺🇸
#veteransday #thankyouveterans #honoringourheroes #militaryappreciation #convoyofhope
Tim Tesch retweeted
It was on this day, in 1975, the Edmund Fitzgerald arrived at the Burlington Northern Railroad Dock 1 in Superior, WI. The Ship will get loaded with 26,116 long tons of taconite pellets, and is scheduled to be delivered to Zug Island in Detroit, MI....
The fateful journey begins....
Tim Tesch retweeted
Markets quickly priced in what we think is a bear case for the NASDAQ-100. Our bear case assumes a 10% cut to estimates and a long-run P/E of 18x, versus 23x forward today.
Product market fit is important! So is competitive analysis. This method will help you find uncharted opportunities.
There’s a method taught at Y Combinator that turns 4 weeks of GTM research into 3 hrs.
And no, it’s not typing “research the market for X” into Claude.
You start by feeding it raw material:
→ 25-40 competitor websites, fully scraped (pricing pages, case studies, docs)
→ The last few earnings calls from the 3-5 biggest incumbents
→ 100+ customer reviews (G2, Capterra, Trustpilot, app stores)
→ Every Reddit or forum thread where people vent about the category
Then ask questions that force it to think, not summarize:
1. “What do the winners in this market know that their customers would never admit?”
2. “List the beliefs this whole industry takes for granted. For each one, what would need to happen for it to be false?”
In about 20 min, you’ll see where everyone agrees, where everyone is blind, and which customer pains nobody is building for.
Now flip it. Pick your best angle and tell Claude to tear it apart:
“Steelman this thesis like a top-tier VC would. Then show me exactly where it fails.”
Do a few rounds of that. 3 hours later, you’ll have a first GTM hypothesis that sounds like it came from a 10-year industry veteran.
The trick is treating Claude as a sparring partner that never gets tired and never gets defensive when it’s wrong.
But remember: it’s still just a hypothesis. The real work starts when you talk to actual buyers.
To get there fast, use Gojiberry to find and reach the right people to test it with.
Customer conversations are the only thing that matters.
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Key Thought, interesting article.
“So what we tell our engineers: don’t design the hardware, design the *algorithm* for designing the hardware. And take the algorithm seriously—as an algorithm and as a first-class engineered software system.”
12 years ago I founded Boom, as a software engineer doing hardware for the first time. I’m probably the least handy founder in hard tech. My 12 y/o son does my soldering and 3D printing for home projects, and I’ve struggled with imposter syndrome the whole way through. What business does a software guy have building supersonic jets and turbines?
More than a decade in, the most insane realization is that software is the key to reaccelerating hardware engineering. But in a way that I don’t think is widely understood or implemented, even in the burgeoning hard tech community.
Most hardware engineering is actually software engineering in disguise. It’s spreadsheet “code,” engineering calculations done as one-offs. Eg wing structural loads in, spar sizing design out. Thermal loads in, air conditioning system sizing out.
Everything is a calculation, and calculation is software. But these calculations are done essentially by hand, as if we are doing arithmetic but have not yet discovered algebra.
Hardware engineers have baby software, built in spreadsheets, the kind of crappy software I wrote as a kid before I understood architecture, unit tests, APIs, version control, and everything else that makes modern software good.
Our airplanes and engines are built with the software sophistication of a script kiddie.
So what we tell our engineers: don’t design the hardware, design the *algorithm* for designing the hardware. And take the algorithm seriously—as an algorithm and as a first-class engineered software system.
Never design a piece of hardware, such that you couldn’t redesign it tomorrow with a different set of assumptions.
This all sounds obvious, yet our experience at Boom is that it changes everything.
Ten years ago we couldn’t afford to build much software. We had a small team—and there were few software engineers with the curiosity, brilliance, and vision required to learn hardware engineering.
But now AI changes the equation. Now everyone can code. The software engineers define the architecture. The hardware people bring the physics and engineering know-how.
We have a turbomachinery design tool that lets one engineer do in realtime what previously took 100 engineers six months. Another tool auto-generates 65% of entire aircraft structure. I’m sure we’ll figure out the other 35% too. Eventually these should not be multiple tools, but one integrated physics model of a complete vehicle, airframe and powertrain.
The results speak for themselves. A boomless supersonic airplane built by 50. A full scale supersonic turbine made by 150. And with this approach, I don’t think we’ll need that many more people to build and certify a supersonic airliner.
You don’t need a big team to build big things—not when everyone on the team is a software engineer.
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Tim Tesch retweeted
Today? I’m a psalmist!
Happy Friday, overflowing friends!
💧 #FridayMotivation #Fresh 💧
Tim Tesch retweeted
Happy Reformation Day!
#OTD October 31, 1517:
Martin Luther posts his Ninety-Five Theses on the door of the Castle Church in Wittenberg, challenging the sale of indulgences and calling for debate. The document spreads rapidly, sparking the Protestant Reformation and renewing the church's commitment to the truth that salvation comes by grace alone through faith alone in Christ alone (Sola Gratia, Sola Fide, Solus Christus), according to Scripture alone (Sola Scriptura), to the glory of God alone (Soli Deo Gloria).
Tim Tesch retweeted
When you unleash competition, support entrepreneurship, and promote innovation you build a world leading economy.
From scratch to public $10B+ campnies that are younger than 50 years old:
> Americans built 223 companies from scratch that are now worth $10B+. Together they're worth $35.8 trillion.
> Canada built 17, worth $614 billion.
> The entire EU built just 19.
The US doesn't just have bigger companies, it keeps creating new ones that become giants: Nvidia, Apple, Alphabet, Amazon, SpaceX, Tesla, Meta.
The difference is psychology with some countries deciding to red tape their economies and vilify success, while the US did the opposite and pushed new frontiers.
The question isn't how to protect the giants we have. It's why we keep failing to build new ones.
I rebuilt this chart to current data.
Tim Tesch retweeted
Out of an entire metro area of just 1.8 Million souls of all ages … nearly 10,000 are downtown at the BASKETBALL arena and 40,000 more are inside at the ballpark … just of the hook … 50,000 fans plus maybe another 20K on Brady St, in the 3rd Ward and downtown outdoors in south Milwaukee … crazy times crazy great fans
Something straight out of a movie. THIS CITY IS THE BEST.
The Deer District erupts as the Brewers record the final out and become World Series champions.
#WorldSeries #WinOurWay
Tim Tesch retweeted
MILWAUKEE, YOU HAVE A WORLD CHAMPIONSHIP!!!!!!!
#VisitMilwaukee #FlavorEra #brewers #worldserieschamps #2026brewers
Significant Development:
🇮🇷🇸🇦 Iranian Foreign Ministry spokesman Esmaeil Baghaei on cooperating with members of the Mecca Alliance:
"Tehran’s hosting of senior military and security officials from Saudi Arabia, Pakistan and Türkiye is a key development toward establishing regional diplomacy.
Lasting stability and security in the Middle East can only be achieved by relying on the region’s own countries, and this meeting could pave the way for broader cooperation."
While Iran isn't in any formal process for joining the alliance, the statement comes shortly after Iran's Foreign Minister, Abbas Araghchi, said that the whole Muslim world should act as a united front.
Writer: Mhedi
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Tim Tesch retweeted
The typical American guy working full time makes about $35 an hour, so every hour he spends on the couch with his best friend quietly costs him $35. That's the real reason men can't hang out without golf or the game on, and a Swedish economist figured it out back in 1970.
His name was Staffan Linder. He wrote a book called The Harried Leisure Class, and the idea is pretty simple once you hear it.
Every hour you have is worth whatever you could've earned with it. As a country gets richer and wages go up, your free time gets more expensive right along with your work time. Linder said people react by trying to squeeze more out of every free hour, and the easy way to do that is to stack stuff on top of it. So the hour turns into a round of golf, a game on the big TV, a fishing trip, a new grill you want your buddy to see.
That's what Trevor is describing with "the third thing."
When a guy texts "want to go fishing Saturday?" he's attaching something to the hour so it feels worth spending. The fishing gives him a reason to be there. Two guys on a couch just talking feels like nothing got done, so if you grew up somewhere wages are high, your brain files it as wasted time. Even though it's probably the best thing either of them will do all week.
It also explains why Trevor's friends from the township in South Africa and from Trinidad don't have this problem. Trinidadians even have a word for it, liming, which basically means hanging out with zero agenda. An afternoon of doing nothing in Soweto costs a fraction of what it costs in Manhattan, so it never got squeezed out of anyone's week.
Now do the math on an actual close friend. A University of Kansas researcher named Jeffrey Hall found it takes more than 200 hours together before someone becomes a close friend. At $35 an hour, that's almost $7,000 worth of time per friend. Some part of your brain runs a version of that number every time "just come over" feels like it needs a reason attached.
Later in that same interview, Trevor tells a story that's basically Linder's whole book in one afternoon.
Once he was hosting The Daily Show, a theme park offered him and his friends a pass to skip every line. They rode everything a few times over in about three hours, in a park that usually takes all day. He came home with a headache and his friends were dehydrated. They'd barely talked, and it was the most depressing theme park trip they'd ever been on.
That night they tried to figure out what went wrong, and it hit them that the lines were the part they loved. Standing in a queue for an hour meant there was nothing to do but hang out and talk.
That pass did to one afternoon what a big salary does to your whole social life. It got rid of all the dead time, and the dead time was what they came for.
Tim Tesch retweeted
Major U.S. financial institutions are facing “unvetted and unauthorized AI agent activity,” says @MadisonMills22, a senior AI reporter at Axios, calling it “a nightmare” for banks.
Mills and CBS News’ @thekellyogrady share what exactly is happening with the agents — and how to safeguard your own accounts.
