Archive
Answers
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AI Won’t End Engineering. It Will Raise the Bar for Engineering Leadership.
A seemingly naive cohort of people (a fairly large one, however) sees the end of an engineering civilization brought upon us by “the holy AI”. A…
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AI Has Made Data Verification More Important Than Ever
The hackathons in 2026 look like 9 parallel dashboards pulling source-of-truth data in different shapes from different AI agents, trying to reason about what’s right and…
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The GTM Playbook Has a Six-Month Half-Life
GTM is getting redefined every 6 months in this rapid era of LLM in services and delivery, informational overload, signal noise, the “dead Internet theory”, different…
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When Social Media Was Still Human
In 10 years, we’ll be telling our kids or grandkids glorious stories of the 2000s and 2010s, when social media had real people and interactions between…
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Carve-Outs Are Becoming the Defining PE Deal Theme of 2026
Carve-outs are on track to be the biggest deal theme of 2026: nearly 80% of respondents to the AURELIUS Carve-Out Survey expect more corporates to divest…
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The Hidden Cost of Operational Decay in Portfolio Companies
A lot of the work that keeps a company running looks simple from the outside. Documentation. Logging. Backups. Access reviews. You set them up once, they…
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Vertical SaaS Survives on Operating Leverage, Not Multiples
Kneat just got court approval for its Thoma Bravo acquisition three days ago. The deal closed at roughly half the company’s 2021 peak valuation. I keep…
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Cyber Risk Is Now Portfolio Risk
54% of US CEOs put cyberattacks at the top of their 2026 threat list. For a private equity operating partner, the expensive part isn’t the breach…
