A Series of Unfortunate Decisions

Explore how AI model errors compound in multi-step processes, impacting startup applications. Key analysis of LLM accuracy and decision chains in tech.

A Series of Unfortunate Decisions

The Capex Conquest in the Cloud

Cloud giants AWS, Azure & Google Cloud invest $40B in Q1 CapEx for AI infrastructure. Analysis of massive cloud spending trends and revenue growth implications.

The Capex Conquest in the Cloud

Massive Acquisitions in Software Startups

Analyze how mega-deals drive software startup M&A trends, with billion-dollar acquisitions accounting for 53%+ of total value. Key data from 2012-2021 reveals market patterns.

Massive Acquisitions in Software Startups

Are Software Companies Good Businesses?

Explore why SaaS companies' true gross margins may be 47% vs 72% when R&D costs are factored in. Key insights on software business profitability metrics.

Are Software Companies Good Businesses?