SaaS

What is Chrome Worth?

Analyze Perplexity AI's $34.5B Chrome bid vs Safari's economics. Data shows true browser value could exceed $73B at $21 per user. Key metrics for tech leaders.

What is Chrome Worth?

The Mirage in the Software Clouds

Explore why public SaaS growth rates have plunged from 36% to 17% since 2023, and what this reveals about the changing dynamics of software markets.

The Mirage in the Software Clouds

A Challenge to SaaS Orthodoxy

Explore how Klarna's AI-driven shift from SaaS to internal tools challenges startup orthodoxy. Data shows when building beats buying in the $100M decision.

Signs We've Touched the Bottom

Analyze key cloud & AI trends from Microsoft/Google earnings: 4x Azure OpenAI growth, steady cloud revenue, and shifting enterprise priorities in 2023.

Picking Teams in AI

Cloud giants partner with AI leaders: Microsoft-OpenAI, Google-Anthropic, Databricks-Mosaic. How cloud partnerships reshape startup infrastructure decisions.

Marketing Teams as Hedge Funds

Learn how successful marketing teams operate like hedge funds, diversifying lead generation across content, paid, and events to compound growth from 100 to 15k+ views.