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SaaSholic

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SaaSpocalypse: We Have Met the Enemy and He is Us

The day has come. Software is officially dead (again)! At least this is what the public markets seem to have decided. In the last twelve months, public SaaS is down an average of 32%1, and the drawdown has already surpassed the COVID selloff.<...


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The ARR Challenge: Does the Golden Metric of SaaS Fit the AI Era?

For twenty years, the software industry operated on a unified theory of value. We had a standard playbook (T2D3) and a single North Star: Annual Recurring Revenue (ARR).

This standardization was built on a specific reality of the near-zero marginal cost of software. Once code was written, serving the next customer cost pennies. This allowed vendors to o...


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Agency, Taste, Curiosity
Agency (Study for a New Virtue), 2026 — an Art Deco homage to Lee...

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AI Might be a Bubble (and this Doesn’t Matter)

Over the past months a common view has formed in the market: AI is in a bubble. Record rounds and valuations, circular financing, blue-chip stocks jumping 40% in a single day and unprecedented capex all reinforce that view. In this letter we share how we see this debate and what it means for our strategy.

Our take is that the risk appetite across the market has clearly ...


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Doing It Wrong, Again - Our Next Act
At First Glance, Our Strategy Looks Flawed

A decade ago we stepped into Latin American venture convinced the region could create global software champions. However, the standard playbook used here felt mismatched. The region demanded a unique approach adapted to its nuances, so we decided to write our own, with concentrated investments, disciplined economics, ...


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