You Have Data. The Decisions Are Still Wrong
Clean, organized data can still drive catastrophic decisions. The discount-spike loop that reads clearance as demand — and why it compounds.
First Principles · May 11, 2026
Your Marketing Isn't Broken. The System Is. Here's Why
Cannabis marketing doesn't create value, it distributes it. If you doubled spend tomorrow, would returns scale or just expose what's broken?
First Principles · February 5, 2026
Meet Singular: The Tightrope of Product Innovation
Product innovation in cannabis is a tightrope. The second-order effects — simplified SKUs, streamlined operations — are what quietly change everything.
First Principles · October 31, 2025
The Lyft Playbook for Cannabis
Taxis didn't want rideshare. The world did. Every emerging industry has to earn its right to exist, and cannabis is living a version of the same story.
First Principles · October 23, 2025
Dr. Greenhouse and the Power of a Personal Monopoly: Plants, HVAC, and Yield
Dr. Greenhouse sits at the intersection of plant science, engineering, and HVAC — a rare overlap that makes her the irreplaceable expert on yield.
First Principles · August 28, 2025