Dave Kellogg

Dave Kellogg

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Operator/advisor, former CEO/CFO, blogs on SaaS metrics, strategic planning and finance leadership

Power‑Seeking Is a Choice, Not Human Nature
SocialMar 24, 2026

Power‑Seeking Is a Choice, Not Human Nature

People aren’t all wired the same. Some chase power, some chase money, some chase purpose. What you’re seeing there is power-seeking behavior—not human nature writ large.

By Dave Kellogg
Former SEC Enforcer Clashed with Bosses over Trump Cases
SocialMar 24, 2026

Former SEC Enforcer Clashed with Bosses over Trump Cases

Exclusive: US SEC's ex-enforcement chief clashed with bosses over Trump cases before leaving, sources say https://t.co/Z4sEYxud0H

By Dave Kellogg
Policy Failures Echo 1970s: Oil, Inflation, Endless Wars
SocialMar 22, 2026

Policy Failures Echo 1970s: Oil, Inflation, Endless Wars

The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB

By Dave Kellogg
B2B Marketing Meets Generative AI in Smart Conversations
SocialMar 19, 2026

B2B Marketing Meets Generative AI in Smart Conversations

Smart Conversations by Ian Howells: A Must-Read Book on Where B2B Marketing Strategy Meets Generative AI https://t.co/UnC81GtcYd

By Dave Kellogg
Rule of 40 Shifts to Rule of 60: Adapt Now
SocialMar 12, 2026

Rule of 40 Shifts to Rule of 60: Adapt Now

Why The Rule of 40 is Becoming the Rule of 60 -- and What You Can Do About It. https://t.co/PN2EcIhJ8S

By Dave Kellogg
Private Credit's Low Multiples Raise Concerns for Later Creditors
SocialMar 12, 2026

Private Credit's Low Multiples Raise Concerns for Later Creditors

I've never quite understood this either. Private credit is first in line during liquidations and they often lend 0.5x to 2.0x ARR when the transaction happens. After a few years of growth that's often <1x ARR and probably...

By Dave Kellogg
Dreams Define Potential, Not Just Outcomes
SocialMar 12, 2026

Dreams Define Potential, Not Just Outcomes

Is a Dream a Lie if It Don't Come True? Founders, Aspirations, and Company Potential https://t.co/yEDCvfIafY

By Dave Kellogg
AI Misplaces Funnel Stages, Requires Manual Correction
SocialMar 12, 2026

AI Misplaces Funnel Stages, Requires Manual Correction

Gamma 5, Dave 0 in the "funnel wars" where I have tried 15 different prompts to get it to point the marketing funnel downwards. Let's not forget that it actually re-ordered the layers as well, somehow putting conversion at...

By Dave Kellogg
Domo's $184M Market Cap Trades Below 1× Revenue
SocialMar 11, 2026

Domo's $184M Market Cap Trades Below 1× Revenue

Domo is now a $184M market cap public company with price targets <1.0x revenue https://t.co/raThmSAagE

By Dave Kellogg
AI's Real Impact Shows at Chart's Bottom
SocialMar 9, 2026

AI's Real Impact Shows at Chart's Bottom

Just in case you think AI is pure hype, look at the bottom of this chart https://t.co/GG9Z2iI0jR

By Dave Kellogg
Insider Information Essential for Functional Prediction Markets
SocialFeb 11, 2026

Insider Information Essential for Functional Prediction Markets

Well, if this is true, you shouldn't regulate them. But if you don't regulate them then people without inside information shouldn't trade on them. So it should end up a tiny market of well-informed people all wanting to...

By Dave Kellogg