Lead · Technology
The AI productivity paradox at mid-market companies
Licenses shipped. Pilots launched. Output barely moved. The constraint is not the model — it is the work the model is dropped into.
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Startups
The new unit economics of AI-native startups
Gross margin is no longer a software story. Token costs and human review decide who scales.
Technology
Cloud repatriation: when the bill becomes the strategy
Finance is pulling workloads home. Engineering is learning that “home” is a product decision.
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Opinion
Six questions every board should ask about generative AI
Most decks still sell possibility. Directors need a control framework that survives the next vendor cycle.
Business
Retail media networks are eating the digital ad market
Closed-loop purchase data beat the open web. The next fight is over who owns the aisle.
Markets
Private credit is quietly funding the software roll-up
When public markets froze on multiples, direct lenders stepped in — and started acting like operators.