AI Agents Cut Month‑end Close by One Day
We shaved 1 day off our already fast month-end close with accounting AI agents Here is how we built them... https://t.co/e7DsRg4Pcb
Buyers' Power Peaks in 2026—Secure Better Deals
Buyers got a lot more power in 2026… Take advantage of it and get a lot better deals this year. Below are the questions I am asking and things I am doing https://t.co/FLxg2Navyh
Debt Load Triples, Threatening Medallia’s AI Rebuild
Rising rates and PIK nearly doubled Medallia’s interest payments (see table below) Then taking on even more debt for acquisitions made it nearly 3x. Hard to rebuild for AI with that debt requirements… https://t.co/86MT1yj7Yo
Vendors Slash Prices as Margins Shrink, Customers Jump Ship
Have churned a couple of software vendors this month. Was interesting to watch how far they were willing to drop prices to retain us. Desperate times… Gross margins are going lower
AI-Driven Software Will Push Shorter Vendor Contracts
Contract terms will shorten in the future. If AI commoditizes much of software and switching costs come down (which they are)… then I am more much likely to go with the vendor that offers shorter contracts I’ll still do *some* longer-term, but not...
CEOs Ask VPs to Envision AI‑driven Headcount Cuts
Friend at ~2,000 software company just told me last week all the VPs were being asked: “Hypothetically, what could your department’s headcount look like today because of AI?” “We aren’t doing anything…the CEO is just thinking how AI could change the org...
Snowflake CFO Retires with $518M Net Worth
CFO's don't usually join the Tres Comma Club, but Snowflake's CFO retired in it... -Sold $600M while at Snowflake -Exited with $518M holdings -Continued to vest for one year as an advisor Not a bad run... See the data on all CFO comp packages 👇 https://t.co/F9EMepCkWq
Rising SBC Costs Inflate Expenses and Trigger Layoffs
SBC is a real expense that has gotten a lot more expensive. -Lower revenue multiples = more expensive SBC -GAAP expense is misleading -SBC matters a lot less if you are growing fast and have high terminal values -Layoffs are coming because of...
Domo Trades Under Half Its Guaranteed Revenue
Domo's enterprise value is $207M Domo's RPO is $438M It trades at 0.47x its guaranteed contractual revenue 🤯 https://t.co/38bLmYfxos
Cutting Costs Won’t Beat AI—Accelerate Growth
Cutting costs won’t save your company from AI. And that includes cutting SBC… Should you cut? Probably. But if you don’t also accelerate product and revenue growth then it doesn’t really matter. I am not saying “grow at all costs”, but….i am not...
CEO Fined $48M for Breaching Fiduciary Duties
Mindbody CEO was ordered to pay $48M in damages to common stockholders for a breach of fiduciary duties. A lot of folks are put in a "fiduciary" role and don't even know what that means. It carries significant responsibility (and potential...
Claude's ROI Forces Me to Demand Lower Vendor Prices
The ROI I get from Claude has broken my brain on all vendor renewals “You want me to pay 2x what we pay for Claude for your little workflow tool?” I have never pushed harder on pricing and threatening to churn in...
Recurring Revenue Drives SaaS’s Future, Says Industry Veteran
Nick (@nrmehta) is the Godfather of Customer Success, which largely exists because of recurring revenue. So I asked him if he would be willing to give his thoughts on recurring revenue and the future of SaaS. I may be biased, but it's...
Tiny 1.5% Error vs $600 B AI Budget
Here I am concerned about a 1.5% miss in expenses while the OpenAI CFO is thinking $600B spend over a few years is a tad too much…
Speed Over Moats: Teams Must Outrun Short‑Lived Defensibility
1. Yes, current moats matter But also… 2. The team and evidence of how fast you are moving today may be even more important because defensibility could be short-lived so can your team move fast enough to continually stay ahead