Exploring the Microcosmic Layers of the Generative AI StackAn end-to-end analysis identifying where durable economic value will accrue across the stack.Jul 19, 2023Jul 19, 2023
Disintermediating traditional banking, in real-time.A thesis-driven analysis of real-time payments and the potential impact on the digital payments ecosystem.Mar 29, 2023Mar 29, 2023
Growth & Profitability in Software— Why Frothy Markets Create Bubbles that PopAn analysis of the current software market and how a focus on fundamentals can lead to long-term successNov 14, 2022Nov 14, 2022
Drivers of Data Observability SoftwareAs software companies become more data-driven and embrace digital transformation, the reliance on strong infrastructure will be…Nov 3, 2021Nov 3, 2021
Dynamics of SaaS Investing — Growth, Retention, and ProfitabilityA closer look at an intriguing dynamic for growing SaaS companies.Jun 2, 2021Jun 2, 2021
Investing in Fiber to the XHow last-mile telecom can revolutionize the way we communicate.Apr 29, 2021Apr 29, 2021
Value Creation in Private EquityHow Private Equity has evolved from leverage to multiple arbitrage to EBITDA growthApr 14, 2021Apr 14, 2021
