Musings on SaaS & Capital Markets
Personal musings on the SaaS cycle, capital markets, valuation resets and how AI is rewriting software economics.
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Musings · SaaS & Capital Markets
Curated Library · AI Strategy
Weekly Digest · AI Signals
Executive Memo · AI & Work
Executive Memo · AI Realism
Executive Memo · Workforce
Curated Library — AI Strategy
Curated reading and listening for AI strategy: the episodes, essays and frameworks I return to when shaping board memos.
3 essays →
Weekly Digest — AI Signals
High-signal AI feeds and weekly digests: one-line claims and one-line implications for boards and operators.
2 essays →
Executive Memo — AI & Work
Briefings on how AI is reshaping work itself: cognitive load, decision fatigue, attrition and what leaders should do.
3 essays →
Executive Memo — AI Realism
A realist's lens on LLMs and generative AI: where the technology genuinely creates value, and where the hype breaks.
3 essays →
Executive Memo — Workforce
How AI restructures the cognitive pyramid: what disappears, what endures, and where the human frontier moves next.
3 essays →