We see many people make the same mistake on the road to creating product.

We’ll hear things like “People will love this”. And so we see a lot of market research, and surveys, and customer advisory boards take over. Sure, this will help you get part of the way there, but not all the way.

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

Taste If you spend any time in the Valley, you've heard the discussion about how, in the age of AI, the only thing left is "taste". But no one has defined what that means.

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.

A 5-minute rant at 4am https://youtu.be/iGwsweC0GcA

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.

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 inaugural episode of Global Value Creation, our American and European hosts discuss the evolving global landscape and how to create value for businesses

Below is a link to a full hour-long podcast episode produced by a friend in the space, where we discuss artificial intelligence, finding your fascination, maintaining cash flow during difficult operating environments, niche markets vs saturation, the risks you don't see coming, and how the intersect

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.

We describe what it takes to master building money machines and why existing investors typically only manage one phase of the process required.

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.