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Yes, ARR is Dead ☠️
If ARR is dead then we need to rethink all traditional software metrics and benchmarks
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Software Moats are Gone!
Mar 6, 2025
55
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How to Read Balance Sheets - Software Edition
Dec 29, 2022
137
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5
How To Survive "The Death of SaaS"
Feb 6
47
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3
Creating a Sales Commission Plan
Jan 17, 2024
78
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How I Built AI Agents to Close the Books
What I built to shave 1 day off our already fast close…
9 hrs ago
12
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2
Anthropic's Warning to "Investors" | Your Shares Don't Exist
Fraud, grey areas, and investors who don't understand standard equity agreements. So what actually happens to all these Anthropic "investors"?
May 13
46
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4
It's a Buyer's Market | And A Seller's Nightmare
My playbook for getting the best deals I have ever gotten in my career. The AI threat has made buyers scarily powerful...
May 8
39
5
2
Is My Team AI-Pilled?
The 5 levels of AI adoption and why a lot of AI advice is bad
May 6
52
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Thoma Bravo's $5B Medallia Loss | The PE Reckoning is Coming...
Inside how Medallia broke and what it means for the rest of software
May 1
70
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2026: The Year of Churn
10 reasons I am churning software/AI contracts in 2026
Apr 28
49
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2
Software Investors: Shoot First, Ask Questions Later
Just “pretty good” will get you killed in 2026
Apr 26
45
2
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Pricing Pressure Will Crush You
The ceiling is falling, the middle is tightening, and the floor is disappearing
Apr 22
40
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The Highest Paid CFO | How Much Do Executives Make?
Executive compensation details + How Snowflake CFO made over $1 billion
Apr 17
52
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OnlyCFO's Newsletter
Finance and operational stuff at tech companies.
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