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Valuation
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- Learning from Lloyd
- Get in the Token Path: Infrastructure Monetization in the AI Era ·
- Clouded Judgement: The Poison of Inertia ·
- The Software Founder's Guide to Growth Equity Deal Structure ·
- A Third, A Third, A Surprising Third ·
- The AI Acqui-Hire Wave ·
- The Ackman Complex
- Excel Forever
- Clouded Judgement: Software Valuations in the Age of AI Disruption ·
- How Markets Price AI Risk ·
- Clouded Judgement: SaaS Valuation Compression and the Terminal Value Crisis ·
- The Last Active Manager
- Clouded Judgement: The Year of Multi-Modal AI and SaaS Valuation Analysis ·
- Clouded Judgement: Platform of Platforms ·
- 2025 Technology Exits in Review
- Financing the AI Boom 2: Asset-Backed Securities and Private Equity in Data Center Infrastructure
- Above 30%, the market doesn't value growth.
- Clouded Judgement: Authority Is the AI Bottleneck ·
- Net Interest 2025 Year in Review ·
- Clouded Judgement: Exuberance Returning to Venture Markets in 2026 ·
- Clouded Judgement: Systems of Record and the Battle for the AI Front Door ·
- Clouded Judgement ·
- Stockpicker's Paradise
- Clouded Judgement: The Irrational Equity Valuation Game in Startup Hiring ·
- Moats Before (Gross) Margins: Revisited ·