Perspectives
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The build-vs-buy spectrum is dead. Here are the five postures that replaced it

The SaaSpocalypse wiped $2T off enterprise software valuations in Q1. Every board is asking the same question: 'With AI coding this good, why are we still buying software?'

Your AI strategy could be destroying your valuation

When we went through due diligence for our PE exit, I expected the usual questions: Revenue growth. Customer retention. Tech debt.

PE boards don’t care about your AI strategy

Every other AI conversation in the boardroom: Strategy, data, governance, talent, ethics is downstream of that single question. I've been in those meetings, the pattern is consistent.