I’m drawn to builders who choose decades over exits. The story behind Meter—providing full-stack networking infrastructure as a service for businesses—captures that ethos with unusual clarity. From day one, the strategy hinged on vertical integration, business model innovation, and committing to a multi-decade horizon. As a product leader, I see this as the rare combination that compounds: patient R&D, an earned right to own the stack, and a commercial model aligned with customer outcomes.
Why think in 25-year horizons? In entrenched, often monopolistic markets like networking, short-term optimization simply doesn’t move the needle. Incumbents such as Cisco and Meraki shape expectations around procurement, installation, and support. If you want to reset the standard, you can’t iterate around the edges—you have to re-architect the experience end-to-end and give yourself the time to do it right. That’s the difference between building a product and building a company.
I also share the contrarian stance on planning. Rituals can easily masquerade as rigor. “We don’t do OKRs” doesn’t mean don’t align; it means don’t confuse activity with progress. I prefer crisp narratives, simple success metrics, and a cadence that keeps teams close to customers. Planning without over-planning lets you steer with first principles: what problem are we solving, for whom, and how do we know it’s working?
On that note, I relentlessly track unhappy customers. Satisfaction scores and dashboards are lagging indicators; the real signal is in the gaps, escalations, and stuck use cases. Building a habit of surfacing and resolving those moments creates the operational muscle you need later when you scale. It’s also how you find “seller-market fit” and sharpen your go-to-market motion.
The origin story matters. Meter spent four-plus years in heads-down R&D, even scrapping a year of OS work during the process. That discipline—killing good work to unlock great work—is the hallmark of teams that play the long game. Shenzhen accelerated progress by compressing feedback loops between design, manufacturing, and iteration, a reminder that sometimes geography itself is a strategy choice.
Getting to a sales-ready product requires intentional sequencing. Own the interfaces, the telemetry, the install experience, and the service envelope—not just the code. In networking, that means controlling the full stack so performance, reliability, and support converge into one promise. The surprising thing you should innovate isn’t only the feature set—it’s the business model. Turning networking into a service aligns incentives, reduces complexity for customers, and creates durable revenue with clear SLAs.
Avoiding the one-trick pony trap is also central. The best teams design for adjacent expansion from day one: new sites, new form factors, new service layers. The secret to finding an excellent market is to look where switching costs and frustration are both high; that’s where a superior end-to-end experience can pry open demand. That’s also why Meter didn’t sell via traditional channels—a direct motion builds intimacy with the customer problem, strengthens pricing power, and helps validate “seller-market fit.”
Resilience is the throughline: surviving COVID, Apple’s M1 transition, and “a thousand bad days.” In those stretches, pace and patience matter more than theatrics. I’ve learned to decouple management from authority, reduce meta-work, and tackle performance issues quickly—“when the person is the problem,” clarity and speed are an act of care for the whole team. There’s inherent value in going slowly when it preserves quality, trust, and optionality.
For founders and product leaders, the takeaway is simple: build a company you’ll want to run for as long as possible. Focus on first principles decision making, empower product teams, and choose the few metrics that truly reflect customer value. Resist the comfort of templates; adopt only the practices that raise your odds of learning faster than the market evolves. Owning the full stack, rethinking the model, and extending your time horizon can transform even the most entrenched categories.
This is how I aim to run product: fewer rituals, tighter feedback loops, and a relentless bias toward long-term compounding. When you commit to decades, you earn the right to define the category—one thoughtful release, one delighted customer, and one resolved escalation at a time.
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