ServiceTitan’s S-1 AGI Teardown: Building a Durable Growth Moat in the Trades IndustryServiceTitan’s recent S-1 filing offers a fascinating case study of how vertical SaaS companies can build what we call a “Durable Growth…Dec 3, 2024Dec 3, 2024
Does Palantir have a Durable Growth Moat?Palantir is a poster child of an AI stock champion, but its valuation merits scrutiny. With $2.6 billion in revenues based on the last…Dec 2, 2024Dec 2, 2024
Durable Growth Moats: The New Shield for Disruptive TechSubscribe to my newsletter for insights into the impact of GenAI and other disruptive technologies on business models.Dec 2, 2024Dec 2, 2024
The Great Infrastructure Bottleneck: Why GenAI’s Next Phase is About Atoms, Not BitsOr why genAI’s success now depends less on algorithm breakthroughs and more on solving fundamental infrastructure challenges. Companies and…Nov 4, 2024Nov 4, 2024
A look at OpenAI’s economicsOr why OpenAI must pivot from being a consumer app to an enterprise leader — before competitors and market dynamics erode this opportunity.Nov 4, 2024Nov 4, 2024
Why insurtech Alan’s crazy valuation is not crazyInsurtech startups have been among the hardest hit during the funding downturn over the past two years. So I understand the surprise when…Oct 1, 2024Oct 1, 2024
GenAI Foundation Models: The LLM Race Has Only Just BegunThe generative AI boom continues and shows no signs of slowing down. According to IDC, enterprise spending on generative AI will surge from…Oct 1, 2024Oct 1, 2024
The Exit ConundrumAs summer winds down, the positive macroeconomic picture has renewed optimism that exits and deal-making will improve in the coming months…Aug 27, 20241Aug 27, 20241
Why GenAI Is Not Disruption — It’s DiscontinuityGenerative AI is following the classic hype cycle. After almost two years of unrealistic expectations and euphoria, there is a rising tide…Aug 26, 2024Aug 26, 2024
The PE buyout opportunity amid tech’s reckoningThe tech industry continues to go through a difficult reset following the investing frenzy that drove unsustainable valuations. As I noted…Jun 4, 20241Jun 4, 20241
