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Valuation
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- Clouded Judgement: The AI Platform Wars ·
- Clouded Judgement: The AI Factory and SaaS Valuation Multiples ·
- Bubble Trouble 2: AI Infrastructure Financing and Market Risk
- The Era of Haves and Have-Nots
- Clouded Judgement: Market Cycles and SaaS Valuation Multiples ·
- Bubble Trouble
- Clouded Judgement: The Evolution of Benchmarks in AI and SaaS Valuation ·
- Jefferies Jeopardy
- Clouded Judgement: From Data Quantity to Data Quality ·
- Clouded Judgement: OpenAI's App Store Moment and the Rise of the AI Cloud ·
- Clouded Judgement: AI Training Environments as Infrastructure ·
- Clouded Judgement: Revenue Durability in Hypergrowth AI Companies ·
- Are we in an AI-driven bubble?
- Faster Science, Better Drugs
- Clouded Judgement: Q2 2025 Cloud Software Earnings Analysis ·
- Casino Royale
- Is Non-Consensus Investing Overrated? Consensus, Market Efficiency, and Venture Returns
- Clouded Judgement: Second Mover Advantage in AI and SaaS ·
- AI will supercharge modelbusters
- Clouded Judgement: The AI Innovator's Dilemma ·
- Clouded Judgement: Workflows Are the New Databases ·
- Clouded Judgement: The Return of Software ·
- What is Chrome Worth? Valuation Analysis of Google's Browser Amid Antitrust Divestment ·
- Clouded Judgement: Q2 2025 Cloud Software Earnings Season Analysis ·
- Clouded Judgement: The AI Operating Model ·