Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete with partners. Platform businesses minted billions, but that ground is shifting. Here's the offensive response.
The competitive edge has shifted from adopting software to mastering how it's used. Trajectory data, the path users take through tools, is becoming the new moat for AI products.
Public SaaS multiples have stayed in a narrow band since 2022. AI & non-AI companies trade at similar valuations despite different pricing rules. The growth premium persists in private markets where hyper-growth unicorns command premium valuations.
Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.
AI companies like OpenAI & Anthropic are growing at unprecedented rates, far exceeding traditional T3D2 frameworks. Explore how AI transformation, larger contracts, & defensive incumbents are reshaping growth expectations & IPO requirements.
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.
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.
Learn the 3 proven SaaS pricing strategies - maximization, penetration & skimming - to optimize revenue growth and avoid common startup pricing mistakes.
Build & scale successful SaaS businesses. Pricing strategies, growth metrics, unit economics, customer success & path to profitability. Free guide.
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.