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Business Model Analysis
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- 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 ·
- Time's Up for SaaS (Grow Faster or Vanish)
- Clouded Judgement: Software Valuations in the Age of AI Disruption ·
- How Markets Price AI Risk ·
- A new look at free-to-paid conversion ·
- Tripling Down on ElevenLabs: Leading the Evolution of Voice as the AI Interface ·
- 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 ·
- Clouded Judgement: The Education Advantage in AI ·
- Trajectory ·
- Science at the speed of inference ·
- What's working in SaaS pricing right now ·
- Clouded Judgement: Systems of Record and the Battle for the AI Front Door ·
- Banker Wonderland
- Toss - Fintech's Final Form, The Everything App