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UC Intelligence

Lessons learnt scaling to IPO - on intersection of tech, business, finance and culture globally, and in Asia

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Terminal Value Compression: What Banking's Fintech Crisis Tells Us About SaaS and AI

History doesn't repeat but often rhymes - the critical debate around terminal value for SaaS has parallels with fintech and banking from 2014 to 2025

The $635 Billion Question: What Tech Earnings Tell Us About AI Returns To Capex

Capital allocation lessons from AWS's cloud computing journey

The Economics of Autonomous Agents

How Moltbook Signals the Restructuring of Traditional Business Models

The SaaS Incumbents' AI Advantage: Why Distribution Beats "Innovation"

SaaS has been left for dead, but don't write it off too quickly.

Software Companies and Slowing Macro

Software companies often face a double whammy from slowing conditions; pricing pressure and increased churn. This article shows how to mitigate that.

Why GTM, Strategic Finance and Product Development NEED To Be In Sync To Scale

Lessons learnt around how a misalignment amongst these functional areas compromises growth and introduces material risk

How Could Gen AI Impact GTM Strategy?

As every company looks to integrate Gen AI into its product set or workflow, there are meaningful implications for the way GTM strategy, pricing and sales motions are run.

Value Based Selling (And Why It Matters)

Scaling in a B2B or B2B2C context requires a method to crystallize and capture value with clients through benefiting directly from their success as a function of your product set or service.

When and How to Focus (When Building Tech Companies)

Specific situations when the need for laser sharp focus and prioritization really matters

The Emotional Aspect of Strategic Sales

Part 3 of my strategic sales series - how to harness the power of emotions when selling