Points of View
Subscribe to get essays in your inbox.
April 2026
SaaSpocalypse vs. SaaSquatch
Wall Street erased $2 trillion of software market cap on AI fear. The fundamentals say otherwise. The smart money is buying.
April 2026
You Bought a Company from a Boomer. Now What?
There's an entire industry built around getting you to the closing table. Almost nobody is talking about what happens next.
March 2026
The Most Important Ideal Customer Profile That You're Ignoring
AI agents are making sales pitches on your behalf — and you've never tried to sell them on why you're the best fit.