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Bargain Bin Software: Is the Juice Worth the Squeeze?
We all have a tendency to look for value, especially at a time when momentum is hitting ATH at nosebleed valuations.
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DB
How Sustainable are GenAI Unit Economics?
A lot is riding on AI being a sustainable business so I attempted to estimate the unit economics of the core business of GenAI as it stands today.
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DB
Simplified Framework for Looking at AI Spend
This may be obvious to most professional investors but as I go scroll through twitter, I get the sense that a large part of the investing public don’t…
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DB
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GitLab - The Best Risk/Reward in Software Today
GitLab recent Q1 topline grew 27%, with a nice cash flow beat.
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DB
Uptown Funk
Hint: Uptown funk was the Billboard #1 hit in 2015
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DB
RPA Might Actually Suck Less in Short Term
Not investment advice.
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DB
Software Toolkit for Generalists (pt 3)
Modeling Nuances
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DB
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