He cleared $189,000 in May and sold the company for $80 million in June. Everyone called it lightning in a bottle. Everyone was wrong about how lightning works.
Lightspeed, You’re Totally Buggin’: A Shareholder’s Unsolicited Intervention
A Lightspeed Commerce shareholder since 2018 makes the case for a bold strategic pivot before the company writes its own BlackBerry ending. The clock is ticking.
Sorry, Neo Was Right: The Podcast Is Dead and We Just Jacked Into a New World
The podcast had a good run. But something just walked in the door that does everything the informational podcast does โ faster, deeper, and built entirely for you. Six weeks of experimenting with NotebookLM convinced me we are not watching an evolution. We are watching a replacement. Sorry, Neo was right.
The SaaSberg: The Half-Trillion Dollar Empire That Didn’t See It Coming
For two decades, SaaS companies built empires on a beautiful, locked-in logic: make switching painful, make customization limited, make implementation expensive. The lock-in was the product. Now AI has destroyed that calculus โ and over half a trillion dollars in market value has quietly disappeared to prove it.