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Klarna Cut 7,000 to 3,000 Staff Using AI, SaaS Multiples Keep Falling
LATEST ISSUE

Klarna Cut 7,000 to 3,000 Staff Using AI, SaaS Multiples Keep Falling

Mike Cannon Brooks reveals Atlassian's 1000x AI cost reduction while Klarna slashes workforce by 4,000 using AI. Undifferentiated SaaS valuations face severe pressure, potentially plummeting to utility-like 1-2x multiples. Is your portfolio optimized?

· 12 min read
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ALL VC BRIEF ISSUES

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.

Feb 12 · 13 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.

Feb 5 · 11 min read

AI Doctors & Dollar-Store Docs: Healthcare's Radical Reset

The future of healthcare is now: AI takes the diagnostic lead as traditional insurance is unbundled. Discover how autonomous AI and cash-pay models are redefining industries.

Jan 29 · 11 min read

The SDR is Dead: How Top Operators are Automating GTM Teams

AI is rapidly displacing mid-market sales teams, while simultaneously unlocking unprecedented market expansion. Discover how industry leaders are navigating this seismic shift and what it means for your GTM strategy.

Jan 22 · 12 min read

Beyond Customers: Why Elite Companies Want "Hostages"

Forget customer satisfaction – top VCs now prioritize companies with extreme customer lock-in. Plus, AI rewrites product management, mid-sized VCs vanish, and physical AI surges from CES 2026.

Jan 14 · 12 min read

The AI Playbook: Beyond Hype to Measurable ROI

The AI conversation is shifting from hype to utility. Discover how smart money and savvy operators are driving measurable ROI and what it takes to win in this new era.

Jan 8 · 13 min read

The AI Endgame: Beyond Models to Real-World Impact

The AI gold rush is shifting. Discover how smart money is moving beyond foundational models to the infrastructure primitives needed for AI to impact factories, science, and finance.

Jan 1 · 12 min read

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