Balancing Act | Nikunj Kothari | Substack

Your "Per-Seat" Margin is My Opportunity

Why AI agents should break traditional SaaS models

Dec 13, 2024 • Nikunj Kothari

That feeling that won't leave you alone

Mar 20 • Nikunj Kothari

10x is the new floor

Good enough just stopped being enough

Mar 9 • Nikunj Kothari

Become A Tinkerer

Pick a lane is dead

Mar 6 • Nikunj Kothari

Revealed Preferences

Every keystroke is a vote

Mar 3 • Nikunj Kothari

Most Popular

The Best Companies Are Dictatorships

Aug 1, 2025 • Nikunj Kothari

Liar's Valuation

Dec 15, 2025 • Nikunj Kothari

Jan 8, 2025 • Nikunj Kothari

Feb 13 • Nikunj Kothari

Balancing Act

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