Six Failure Modes of Dead Companies: Lessons from a Short-Seller on AI-Era Business Risk

Venture capitalist Tomasz Tunguz analyzes Scott Fearon's framework of six common failure modes that lead to company collapse, drawing from three decades of executive meetings and 200+ shorted companies. The analysis applies these lessons to the current SaaS-to-AI transition, highlighting how traditional success formulas and strategies are becoming obsolete in the rapidly evolving AI landscape.