Decoding the digital age
The Vertical SaaS Roll-Up: Models, Value Creation and Risks
Fragmented markets, recurring revenue and embedded workflows are drawing acquisitive software groups and investors deeper into vertical SaaS roll-up strategies.
Decoding the digital age
Category Strategy
Human Thinking in the AI Era
Artificial intelligence and human thought are fundamentally different. Yet as AI systems spread, we are increasingly nudged to think and act according to the logic of machines.
The Value Puzzle
As organisations build ever-larger SaaS stacks, software that enables coordination across systems, tools and teams is accruing the most value – while also adding risks.
Nintendo’s Price of Belonging
With Switch 2, Nintendo is betting on familiarity over flash, asking whether long-earned trust still matters when players have more choice than ever.
The Product Management Revolution
Product management has quietly reshaped power in tech - changing decisions, framing data, shifting influence.
The Leaky Bucket
For over a decade, the app economy was defined by fast growth. Now retention is the key metric for many app companies.
Frozen Exits: Is Private Equity in Crisis?
Private equity was simple: buy, improve, sell. Now exits are the bottleneck - and the workarounds test valuation, liquidity, and trust.