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Winds of Change
Software is maybe, just maybe about to get exciting
Jun 20, 2024
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The Software Slog
As a newly minted high school grad I had a brief stint as a wildland firefighter.
Mar 20, 2023
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Buck on Software
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Don't be foie gras
If 2016-2020 was the golden unicorn age of SaaS, 2021 nearly hurtled us into the foie gras* era.
Jan 9, 2022
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Vertical Aggregation
I’ve written in the past that I think returns for SaaS won’t be as attractive over the next decade.
Oct 12, 2021
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Category velocity
People make decisions, not businesses.
Jun 15, 2021
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The Wrong Bet
The next decade in SaaS won't look like the last
May 10, 2021
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23 things you should know
1: Management’s true confidence is reflected in how fast they are hiring
Apr 29, 2021
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Model transitions: A framework for value creation
And a quick and dirty look at SPLK, NTNX, and GWRE
Apr 11, 2021
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