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Business Model Analysis
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- How to Build an Outcome-Based Pricing Plan - The SaaS CFO ·
- Investing in Endra: Automating MEP Design Engineering
- Software After AI: The Harness Era and Enterprise AI Economics ·
- SpaceX's Limitless Ambition: An AI Conglomerate ·
- Flock and the Future of Safety in American Cities
- Investing in Exa: The Search Engine Built for AI Agents
- Exa is Building the Search Engine for the AI Era ·
- Need Series C? Call a16z
- The First Derivative of Inference ·
- Investing in Stitch: Core Banking Infrastructure for Modern Financial Institutions
- Bye the Index
- Ad-Supported AI Economics: How 8 Ads per Day Can Fund Open Model Infrastructure ·
- All the AI You Need for 8 Ads per Day ·
- The $112 Billion Quarter ·
- Why Great Product Leaders Should Stop Obsessing Over the Roadmap ·
- Darwinian Specialization in AI: Market Fragmentation and Infrastructure Winners in the Inference Stack ·
- Workday's Last Workday: Why AI-Native Challengers Can Finally Displace Enterprise HCM ·
- From 'System of Record' to 'System of Intelligence': How AI Agents Are Reshaping Enterprise Software Economics
- Your guide to GTM metrics 2.0: Moving beyond MQLs to unified account-centric GTM measurement ·
- Charts of the Week: Software Ate the World
- Apple's Fintech Pivot: Tim Cook's Payment Innovation Legacy
- Your guide to reverse trials ·
- Your guide to CAC payback period ·
- The SaaS empire strikes back ·
- Clouded Judgement: Rising Tide, Hidden Risk ·