ERP Disruption!
ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.
Financial Statement Disruption!
How are artificial intelligence and bitcoin disrupting the income statement and balance sheet? Is emerging tech a bubble? In this 5-minute deep dive, we describe how and why AI and Bitcoin are disrupting the income statement and balance sheet separately, but also how they are connecting one another
Today's Definition of Risk is Fear
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
Global Value Creation Part 2, Driving Structural EBITDA Improvements
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
Light Speed Business Model
In this article, we describe the current dire situation that's occurred due to a proliferation of SAAS apps and attempt to fix it using a new business model.
