04 — Thinking

Thinking.

Hi, Johan here. This is where I write things down: startup stories, life updates, and the nerdy maths under small businesses. Some of it is about karaoke.

16 postsSince Jul 20247 topicsNewest first
P&L RANGE
20265 posts
  1. Life

    The Karaoke Loophole That Paid For College

    YC asked about hacking a non-computer system. My honest answer starts with a Vancouver karaoke bar, private-room bookings, and $1.6M+ in liquor revenue during Covid.

  2. Agentic Coding

    My 2026 (Vibe)Coding Setup: Agent Operator Mode

    Oh My ClaudeCode, Oh My Codex, Ralph loops, Aristotle, and the harness engineering habit that keeps turning agent mistakes into permanent fixes.

  3. Life

    The Forged Failure Mentality: Why I Didn't Wake Up a Loser

    Sometimes you win some, you lose some. Here is why failing an interview didn't make me wake up a loser, and what I am building next.

  4. Life

    What I Would Do Differently If I Ever Build an Offshore Team Again

    After the happier Vietnam office story, here is the postmortem: the office caught fire, the business failed, and these are the 3 lessons that cost me the most.

  5. AI × Real Estate

    Opendoor's Silent Margin Killer (And How to Fix It)

    Every time a seller accepts your offer, it means you probably overpaid. Congrats, your conversion rate might be evidence against you.

20258 posts
  1. Life

    Life Update 12/25: Failing, Flailing, and Accidental Dior Coffee

    The autopsy of a year. Business closures, bureaucracy hell, a 365-day headache, and somehow winning free coffee on the one day I didn't need it.

  2. AI × Real Estate

    You're Competing Against Yourself — And Losing

    6 listings in one square mile. Same buyers. Each one making the others cheaper. Here's the algorithm that stops iBuyers from cannibalizing their own portfolio.

  3. Computer Vision

    Segment Anything 3 Meets Depth Anything — Zero-Shot Scene Decomposition

    SAM3 gives you masks. Depth Anything V3 gives you metric depth. Stack them and you get instance-level 3D from a single photo. Here's the pipeline and the math.

  4. AI × Operations

    Your Scheduler Doesn't Know What It Doesn't Know

    "AC grinding noise" could be 45 min or 4 hours. A point estimate picks one. A distribution-aware model hedges the unpredictable jobs and reclaims the dead time.

  5. Life

    I Opened an Office in Vietnam :D

    I just got back from Vietnam. Somehow over the past year I helped my company open a physical office there, hire a team, trust a GM, and learn that context is heavier than payroll.

  6. AI × Real Estate

    The Renovation Problem Nobody Talks About

    Replace carpet, update kitchen, repaint, fix HVAC — or some subset. Each upgrade costs money, takes time, and generates value. Here's the algorithm that finds the optimal spend in milliseconds.

  7. SaaS × Trades

    The No-Show Tax Nobody Invoices

    A plumber's Tuesday has 6 slots. One no-show costs $250 in dead time. Overbooking recovers it — if you model cancellation probability per slot, not per day.

  8. SaaS × Trades

    Your Quoting Process Has a 40% Mortality Rate

    Most trade businesses close 30–40% of quotes. The other 60% die silently. Survival analysis tells you which quotes are still alive — and which ones to chase.

20243 posts
  1. AI × Real Estate

    The Seven Places Your Spread Leaks

    The buy-sell spread isn't one number. It's seven. Most iBuyers only track three. Here's the decomposition that finds the margin you didn't know you were losing.

  2. AI × Real Estate

    Know How Fast a House Will Sell Before You Buy It

    Days-on-market isn't random. It's predictable from 12 features available at acquisition. Here's the liquidity score that tells you which homes will sit.

  3. Mathematical Modeling

    Your P&L Is a Point Estimate (And It's Lying to You)

    That $2.4M annual profit forecast? It's the mean of a distribution that includes scenarios where you lose $800K. Monte Carlo simulation shows you the full picture.

That's everything so far.

More coming. If a post made you want to argue with me, good. That's the point.