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📶 SaaS isn’t dead ... long live SaaS

Apr 8, 2025

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9 min read

📶 SaaS isn’t dead ... long live SaaS

Why SaaS is here to stay, SignalFire raises $1b, Craft Ventures goes through layoffs, and Industry launches a massive secondaries fund

📶 where media is heading

Apr 7, 2025

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6 min read

📶 where media is heading

The future of media, 93 VC takeaways from me, and another company facilitating liquidity for GPs

📶 some issues with GP spinouts

Apr 3, 2025

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8 min read

📶 some issues with GP spinouts

Some thoughts around GP spinouts, SaaS is NOT dead, the great liquidity shift, and rethinking the IPO window

📶 Tusk and the equity-for-services model

Apr 2, 2025

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7 min read

📶 Tusk and the equity-for-services model

Bradley Tusk’s latest bet, AI jobs are eating traditional AI, a fintech comeback, and $40b for OpenAI

📶 PE leads, VC follows

Apr 1, 2025

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10 min read

📶 PE leads, VC follows

A glimpse into the future for VC as an asset class, virtue signaling is killing independent thinking, and the case for equity-for-services

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