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Development Corporate

Musings from a former private equity operator

  • SaaS Competitive Intelligence & Battlecards Consulting
    • Stage 1: Baseline Fact Gathering — Building Your Intelligence Foundation
    • Stage 2: Forecasting the Next 12 Months — From Facts to Foresight
    • Stage 3: Win/Loss Analysis — Learning From Every Deal<
    • Stage 4: Battlecards & Enablement — Turning Intelligence Into Sales Motion
  • AI-Accelerated Strategy Sprints
    • Evidence-First Research
    • AI Generated ICP Analysis
    • AI Generated USP Analysis
    • AI PMF Offering
    • AI PMF Analysis
    • The SaaS Strategy Validation Sprint
    • AI-Accelerated Win/Loss Analysis
  • Strategic Advisory Services
    • Strategic Acquisition Exit Advisory for Early-Stage SaaS
  • Bio
  • Hire Me
  • Book A Call
  • SaaS Competitive Intelligence & Battlecards Consulting
    • Stage 1: Baseline Fact Gathering — Building Your Intelligence Foundation
    • Stage 2: Forecasting the Next 12 Months — From Facts to Foresight
    • Stage 3: Win/Loss Analysis — Learning From Every Deal<
    • Stage 4: Battlecards & Enablement — Turning Intelligence Into Sales Motion
  • AI-Accelerated Strategy Sprints
    • Evidence-First Research
    • AI Generated ICP Analysis
    • AI Generated USP Analysis
    • AI PMF Offering
    • AI PMF Analysis
    • The SaaS Strategy Validation Sprint
    • AI-Accelerated Win/Loss Analysis
  • Strategic Advisory Services
    • Strategic Acquisition Exit Advisory for Early-Stage SaaS
  • Bio
  • Hire Me
  • Book A Call
  • A detailed editorial illustration depicting a large, iridescent sphere labeled "AI BUBBLE," "ARR," and "HYPERGROWTH" containing server racks and chips. A large metal needle labeled "PROFITABILITY & INFRASTRUCTURE REALITY" is poised to pierce the bubble. The background shows a sharply declining stock market graph with red candles. The foreground features burning server racks labeled "UNDER CONSTRUCTION (7 YRS)" and "POWER GRID CRISIS," alongside piles of burning cash labeled "LOW GROSS MARGINS." A prominent road sign in the center reads "WARNING: MARKET CORRECTION AHEAD." An inset graphic shows a popped bubble with dollar signs scattering.
    Corporate Development SaaS

    The AI Bubble Is Going to Pop

    The AI sector is in a speculative bubble facing an inevitable reckoning.…

  • Photorealistic image of a modern hyperscale AI data center with cooling systems and industrial vents, representing the emerging AI infrastructure bubble.
    Corporate Development SaaS

    The AI Infrastructure Bubble: 4 Surprising Reasons the $90 Billion Data Center Boom Could End in a Bust

    The AI data center boom is surging, but hidden risks threaten investors.…

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