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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
37
1
Is My Team AI-Pilled?
The 5 levels of AI adoption and why a lot of AI advice is bad
May 6
49
3
3
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
68
5
5
April 2026
2026: The Year of Churn
10 reasons I am churning software/AI contracts in 2026
Apr 28
46
3
2
Software Investors: Shoot First, Ask Questions Later
Just “pretty good” will get you killed in 2026
Apr 26
44
2
1
Pricing Pressure Will Crush You
The ceiling is falling, the middle is tightening, and the floor is disappearing
Apr 22
39
1
4
The Highest Paid CFO | How Much Do Executives Make?
Executive compensation details + How Snowflake CFO made over $1 billion
Apr 17
51
5
3
More Lies of Stock-Based Compensation
Equity compensation is the most misunderstood expense
Apr 14
52
3
2
Fiduciary Duties | Is Your Board (and CFO) Going to Get Sued?
More lawsuits for breaches of fiduciary duties are coming...
Apr 10
48
9
2
Lies, Damned Lies and Recurring Revenue
A guest post with the Godfather of Customer Success (Nick Mehta)
Apr 6
58
8
2
How Low Can Figma Go?
Breaking down Figma’s post-IPO performance. And some lessons learned
Apr 1
44
9
March 2026
The Only Path Left in Software | Accelerate or Die
The penalty for being mediocre has never been greater…
Mar 29
51
4
7
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