ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.

In my last post, I wrote about recursive self-improvement and the end of static software. The core idea was: The next durable advantage in software will not come from having access to the same AI models, cloud platforms, engineers, or tools everyone else can buy.

How has the definition of Risk changed since the age of Berkshire, now that we've entered the Age of AI, Digital Assets, Spatial Computing, and Robotics? What are mitigation strategies and execution methodologies to not just remain competitive, but take a leadership position in the market? We work w

Now that companies are laying off tens of thousands of consumers due to efficiencies from AI, how is the economic engine going to keep working if those same companies are downstream from consumers paying for goods and services? Is there a solution to economic collapse due to the proliferation of AI?

We've been inventing, productizing, commercializing, and scaling internet products for three decades. Silicon continues to copy us, not the other way around.

What percentage of people globally have achieved performance across all three pillars of focus, health, and wealth? Best in the world criteria What it takes to be the best in the world: You own 100% of your business You have achieved at least a Rule of 50 performance (revenue growth + EBITDA margin)

What are the four primary business models that Fortune 500 technology companies use effectively to create growth and retention in both consumer and enterprise markets? Background We began compiling an Excel file of our career case studies to draw conclusions from past practices that have driven grow

How is private equity currently being disrupted, and what is the new playbook to creating value in a much more competitive, fast-moving, global environment? We've worked with numerous Private Equity investment funds, their portfolio companies, the startups they acquire, and the Fortune 500 strategic

"What is the product for growth?" Most of the products in the world today have a mission: to extract as much money as possible from you and provide some kind of utility in exchange, which helps get you over the purchase threshold. But there aren't many products with a mission to help you grow.

Artificial Intelligence is not going away. Every high-performing business, regardless of size or industry, is already working on AI initiatives.

Overview YouTube Video Presentation Google Slides Doc Background: Project Bitcoin - Product Growth Strategy Contact Sean for further discussion Sean presented a comprehensive overview of Bitcoin's product growth strategy, focusing on AI paywalls and the transition from strategy to product developmen

SUMMARY In this third and final episode of the Global Value Creation limited series, Sean Everett and Carl Schmidt-Ehemann discuss the three immutable laws of value creation in the mid-2020s: the internet, machines, and money. They emphasize the internet's critical infrastructure role, the rise of m

SUMMARY In part 2 of Global Value Creation, our hosts, Sean Everett and Carl Schmidt-Ehemann, present their respective thoughts on AI and Energy/Sustainability in a novel Income Statement framework. This enables P&L owners and business managers to understand how this new automation technology called

In this memo, we discuss the different approaches companies are taking to incorporate emerging tech solutions into their existing businesses and products.

In this memo, we describe what AI Agents are, how they're using similar sub-systems as cryptocurrencies, and how they are work together.

In this article, we describe what Pace Layering is and why it's important as a framework for understanding emerging technology development and adoption cycles.

In this article, we compare Bitcoin to other top-revenue companies globally to understand how it's different and why it's bigger.

In this memo, we describe the current state of artificial intelligence practical use cases by consumers and the enterprise.

In this memo, we describe a core business model framework you can use to drive revenue for your organization.

In this memo, we break down perspectives, definitions, and guardrails for artificial intelligence that you may not have heard before.