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Business Model Analysis
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- The AI Problem Matrix ·
- Your next customer might be an AI agent ·
- Revolut Unbound
- Clouded Judgement: From GPU Hours to Token Dollars—Pricing AI Infrastructure for the Inference Era ·
- A New Axis of Competition ·
- How the top AI-native startups launch and grow ·
- AI's Bundling Moment ·
- Clouded Judgement: Digital Twins as the Infrastructure Layer for AI Agents ·
- Market Intelligence in the Age of AI: An Interview with Morningstar CEO, Kunal Kapoor ·
- Rethinking SaaS Metrics for AI: Emerging Metrics for Next-Era Companies ·
- A new vision for AI pricing ·
- Yourco Launches Frontline Intelligence to Turn Deskless Workforce Data Into Real-Time Business Insights
- Get in the Token Path: Infrastructure Monetization in the AI Era ·
- The Durability of SaaS in the Agentic Era ·
- Clouded Judgement: Software Valuations in the Age of AI Disruption ·
- How Markets Price AI Risk ·
- A new look at free-to-paid conversion ·
- Clouded Judgement: SaaS Valuation Compression and the Terminal Value Crisis ·
- $281b From One Customer ·
- The Last Active Manager
- Clouded Judgement: The Year of Multi-Modal AI and SaaS Valuation Analysis ·
- When the Market Questions Relevance ·
- Clouded Judgement: Platform of Platforms ·
- Standing out in an age of AI slop ·
- Reset pricing discipline: a CFO roadmap to lift ARPU and protect gross margin ·