Strategy · 1169 articles · Asked 0×
Business Model Analysis
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- 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
- The Bifurcation in the AI Market ·
- The AI Churn Wave: A Data-Driven Investigation Into Retention for AI Apps ·
- The AI Value Gap: Where Does the $7,000 Per Seat Go? ·
- Why your marketing isn't working ·
- Agentic Friday: The Rise of AI Commerce and Its Impact on E-Commerce Economics
- Moats Before (Gross) Margins: Revisited ·
- Clouded Judgement: The AI Platform Wars ·
- The Real Economics of SaaS versus AI Companies
- Clouded Judgement: The AI Factory and SaaS Valuation Multiples ·
- What's Really Going On in Software: 2025 SaaS Benchmarks Report ·