i.
AI Value Evidence
Hard data from the AI Value Index. Use case impact, deployment depth, ROI distributions across sectors and functions.
Newsletter · Launching Soon
AI inside companies. Once a week.
One email a week on AI inside companies. The deployments that work, the frameworks that travel, the case studies that teach, the trends that matter. Written for the people deciding what to back, build, or buy.
What To Expect
Four threads. One editorial line.
ii.
Strategic Frameworks
Decision frameworks for AI investment, exit prep, and portfolio management. Built from deal work, not slides.
iii.
Implementation Reality
Honest case studies. What worked. What burnt cash. What got rolled back at month twelve and why.
iv.
AI Value Outlook
Trend analysis and market commentary. The signal under the hype. Forward-looking, contrarian where the data supports it.
In The Pipeline
First topics in the queue.
What the founding list reads first. The archive builds from there.
When does an AI feature actually improve gross margin? Notes from 30 SaaS deals.
The hidden AI cost in mid-market SaaS, and what it does to your multiple.
Why some AI deployments are silently rolled back at month twelve.
How PE buyers score AI in DD. Five pillars.
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Founding List
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AI inside companies, every week. The work that pays off, the work that doesn't, and the frameworks you can use. Written for the people who decide what gets backed, built, or bought.
Sharp, useful reads on what AI is doing to company value. Straight to your inbox, every week.