
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
Lessons learnt scaling to IPO - on intersection of tech, business, finance and culture globally, and in Asia
Live Last read · last published · next check

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

Capital allocation lessons from AWS's cloud computing journey

How Moltbook Signals the Restructuring of Traditional Business Models

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

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

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

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.

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.

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

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