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Revenue Synergies Are the Harder Half: Why Deal Models Overpay for the Case That Rarely Lands
Most deal models treat revenue synergies and cost synergies as equally achievable, and that assumption is where value disappears before the integration starts. Cost synergies historically…
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The $11M Gap: Why 70% of Acquisitions Miss Their Synergy Case, and What Day-One Tracking Fixes
Across 40,000 acquisitions studied over 40 years, 70% to 75% fail to deliver the value the buyer underwrote. Among acquirers that track synergies from day one,…
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AI Wrote Your Application. It Told Us Nothing About You.
No matter how “generative” LLMs are, we still end up receiving hundreds of AI applications, including batches containing the same specific long-tail keywords in non-obvious places…
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Peak AI? Books, Feeds, and Panels Are Saturated While Broadway Sells Out Offline
The number of AI-related books has gone up significantly this past year. AI strategy, managing AI agents, people in AI era – lots of documentary-style, sci-fi,…
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Connect Your Life to Me: Meta’s Muse Connectors and the Rise of the MCP Marketplace
Zuckerberg invited developers to start developing Muse connectors today. 1. Muse is Meta’s new OpenClaw type of assistant 2. We see the explosion of “connect your…
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10x Overnight: Why Bending Spoons’ Pricing Playbook Gives Private Equity a Bad Name
Bending Spoons acquired Miro and Airtable this year and is all over the news, but my feed represents some last year acquisitions, Harvest being one of…
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SuperReturn US West: The Final Report for GPs, Operating Partners, and Portfolio CEOs and CFOs
My final report on SuperReturn US West this week synthesizes core takeaways for private markets that GPs, OPs, and portfolio CEO/CFO need for the remainder of…
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Where Is the GDP? Nadella’s 5-10% Test for Transformational Technology, Applied to AI
Satya Nadella defines a transformational technology as one that delivers 5-10% GDP growth above inflation-adjusted GDP in a Feb 2025 interview. Jul 2026, J.P. Morgan forecasts…
