16
Feb
Lessons From Nvidia's $57B "Disappointment"
It's been nice to be home and do a lot of leaf collection last weekend. The fierce winds
3 min read
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16
Feb
PE exits are back. Except for you.
I'm back in the newsletter hot seat after a hectic but fun holiday season, visiting family back in
6 min read
16
Feb
What breaks when a buyer opens your data room
January is a busy birthday month in my house, with both my children, me, and the dog all celebrating another
3 min read
16
Feb
Data Governance = EBITDA multiple expansion
We're in the 'ice age' time of year with 10+ inches of snow forecast to fall
4 min read
16
Feb
The 0.4x multiple tax on bad data
I spent last weekend in Fort Lauderdale with Greg Isenberg and a room full of founders who are quietly building
5 min read
16
Feb
What next in the AI race?
I'm trying a new format this week.
3 things I’ve learned
2 interesting news items
1 deep
3 min read