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The Web Is Forking Again

Last week I wrote that SaaS isn’t dying. It’s being sorted. Thin workflow tools are under pressure, systems of record are becoming infrastructure, and the era of easy multiple expansion is behind us. That conversation was about repricing.  This one is about rewiring.  Underneath the market […]

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SaaS Isn’t Dead. It’s Growing Up.

I was super early at HubSpot, a first one hundred employee.  I watched the company go public. I used some of the gains from that IPO to put a down payment on my house. It was one of those rare moments where a long bet actually paid […]