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16 min read

The Universe as a Neural Network. Your Strategy as a Learning Loop.

From cosmologists redefining space-time as a learning algorithm to why Harvard researchers say vulnerability is a power play, this week's intelligence.

Avi Savar · Feb 13
vc-brief 13 min read

The IPO Is Back. The Model Moat Is Not.

Navigate the end of 'stay private forever,' the rise of GTM engineers, and why Andreessen thinks open source could eat the proprietary model market.

Avi Savar · Feb 12
13 min read

Big Tech’s $650B AI Bet: Windfall for Nvidia, 'SaaS Apocalypse' Lurks

Meta, Microsoft, Alphabet, and Amazon are collectively projected to spend $650 billion by 2026 on AI development, a massive investment that benefits semiconductor and infrastructure companies but raises questions about market commoditization and the future of software.

Avi Savar · Feb 11
13 min read

'Pro Forma EBITDA Madness': 56% of Deals Unsellable

The private equity market is facing an unprecedented liquidity drought, with over half of companies failing to sell. The culprit isn't high valuations, but "pro forma EBITDA madness," leading to low DPIs and frustrated LPs.

Avi Savar · Feb 10
12 min read

Software Isn’t Dead, It’s Diverging and DocuSign’s 150M Data Moat

The Moltbook experiment shows the agentic internet's chaotic dawn. DocuSign leverages 150 million private agreements to build accurate, hallucination-free AI, offering a blueprint for data-rich incumbents.

Avi Savar · Feb 9
11 min read

The Algorithm Within: Decoding Our Hidden Drivers

Uncover the subtle algorithms shaping your brain chemistry, brand perceptions, and even your social life. This week, we explore dopamine beyond reward, the surprising value of vulnerability, and why real flourishing is never linear.

Avi Savar · Feb 6
vc-brief 11 min read

$4.8M Pipeline Wins vs. The Hidden Cost of AI Maintenance

SaaS CEO reveals AI agents generated $4.8M in pipeline but demand 15-20 hours weekly for maintenance. Discover the hidden costs and human oversight essential for AI ROI.

Avi Savar · Feb 5
Market Signals 11 min read

Leverage, AI & The Great Commodity Re-Alignment

Is the market truly "indestructible"? Record margin debt, an AI-driven job shift, and a commodity supercycle signal a hardening reality for capital allocation.

Avi Savar · Feb 4
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