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…6d ago6d ago
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…6d ago6d ago
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 4Nov 4
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 4Nov 4
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 1Oct 1
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 1Oct 1
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 271Aug 271
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 26Aug 26
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 41Jun 41
