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The IPO Is Back. The Model Moat Is Not.
Navigate the end of 'stay private forever,' the rise of GTM engineers, and why Andreessen thinks open source could eat the proprietary model market.
A PodStreet desk
Velocity Meter
89 podcasts across capital, markets and technology — five briefings a week. Deal flow, fund performance, and what's actually shipping in AI.
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Big Tech’s $650B AI Bet: Windfall for Nvidia, 'SaaS Apocalypse' Lurks
Meta, Microsoft, Alphabet, and Amazon are collectively projected to spend $650 billion by 2026 on AI development, a massive investment that benefits semiconductor and infrastructure companies but raises questions about market commoditization and the future of software.
'Pro Forma EBITDA Madness': 56% of Deals Unsellable
The private equity market is facing an unprecedented liquidity drought, with over half of companies failing to sell. The culprit isn't high valuations, but "pro forma EBITDA madness," leading to low DPIs and frustrated LPs.
Software Isn’t Dead, It’s Diverging and DocuSign’s 150M Data Moat
The Moltbook experiment shows the agentic internet's chaotic dawn. DocuSign leverages 150 million private agreements to build accurate, hallucination-free AI, offering a blueprint for data-rich incumbents.
Velocity Meter Dear Brain Performance
The Algorithm Within: Decoding Our Hidden Drivers
Uncover the subtle algorithms shaping your brain chemistry, brand perceptions, and even your social life. This week, we explore dopamine beyond reward, the surprising value of vulnerability, and why real flourishing is never linear.
$4.8M Pipeline Wins vs. The Hidden Cost of AI Maintenance
SaaS CEO reveals AI agents generated $4.8M in pipeline but demand 15-20 hours weekly for maintenance. Discover the hidden costs and human oversight essential for AI ROI.
Leverage, AI & The Great Commodity Re-Alignment
Is the market truly "indestructible"? Record margin debt, an AI-driven job shift, and a commodity supercycle signal a hardening reality for capital allocation.
SaaS Pricing Under Siege: The AI Agent Threat to Per-Seat Revenue
The exit backlog isn't cracking as expected. Half the market tanks, the other half holds. Smart money rewrites the rules for distressed assets, propelled by AI and industry-specific "microcycles." Find out what top investors are saying.
Beyond Efficiency: AI is Moving From Individual to Team Intelligence
Forget individual AI gains. A new era of collective intelligence is here, optimizing teams and reshaping how AI delivers value. Discover the groundbreaking shift and what it means for your organization.
Velocity Meter Dear Brain Performance
Stop Proving Your Value: The Brain Science of Non-Striving Performance
Are we asking the wrong questions about meaning? This week, we dive into how redefining life’s pursuit from external validation to internal recognition transforms our understanding of value and well-being. Discover counter-intuitive insights from neuroscientists, authors, and psychotherapists
AI Doctors & Dollar-Store Docs: Healthcare's Radical Reset
The future of healthcare is now: AI takes the diagnostic lead as traditional insurance is unbundled. Discover how autonomous AI and cash-pay models are redefining industries.
The Dollar's Quiet Retreat & Portfolio Pivots
The dollar is weakening, corporate credit risk is rising, and political pressure on the Fed is mounting. Discover how these shifts are reshaping global markets and where to find new opportunities.
Flat Headcount, Rising Revenue: The New AI Productivity Playbook
Microsoft’s flat-headcount growth strategy, Blackstone’s 'farm-to-table' credit model, and why family offices are pivoting to structural alpha in co-investing.
AI Accountability Rift: Who's Policing the Bots?
As AI capabilities surge, a critical question emerges: Who is responsible when algorithms cause harm? This week, we uncover the shocking inaction around AI misuse and the new battlegrounds for ethical tech.
Velocity Meter Dear Brain Performance
Empire’s Silent Toll & The Mind’s Hidden Code
Geopolitical ambition, cognitive limits, and the unaddressed desires that shape our world. This week, we explore the hidden dynamics that truly define our progress – and our suffering.
The SDR is Dead: How Top Operators are Automating GTM Teams
AI is rapidly displacing mid-market sales teams, while simultaneously unlocking unprecedented market expansion. Discover how industry leaders are navigating this seismic shift and what it means for your GTM strategy.