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Business Model Analysis
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- 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 ·
- Financially Empowering Millions in India: Celebrating Groww's IPO ·
- Clouded Judgement: Market Cycles and SaaS Valuation Multiples ·
- The compounding startup ·
- Your pricing is (probably) broken ·
- Is AI adoption slowing down? ·
- Clouded Judgement: From Data Quantity to Data Quality ·
- The odds of making it: A new look inside startup growth from zero to $25 million ARR ·
- Community First: Why America's Fragmented Banking Structure Persists Despite Scale Economics
- Clouded Judgement: OpenAI's App Store Moment and the Rise of the AI Cloud ·
- Sam Altman on Sora, Energy, and Building an AI Empire ·
- The Evolution of a RoboAdvisor: Wealthfront's Path from Pivot to IPO
- Clouded Judgement: AI Training Environments as Infrastructure ·
- Anatomy of an Enterprise Platform Company
- Clouded Judgement: Navan S-1 Analysis and SaaS Benchmarking ·
- Ready Layer One