Good afternoon… Venture capitalist Thomasz Tunguz had a good post today explaining that ‘the game on the field has changed’. The gist… Five years ago, $100K ARR per employee was standard for SaaS startups.4 Today, AI-native companies like Cursor &...

A few weeks back while everyone was screaming about the death of software (mainly because their stocks were crashing), I explained my view that it was the birth of software. I saw this data and chart yesterday which puts the ‘death of software’ argument...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele. We cover a lot of ground as AI panic spreads from software stocks to financial stocks. We start by discussing my software thesis – “this bear market is...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday from beautiful Coronado. I am heading for a ride right after I get this post done. I really enjoyed this essay by Baheet on The Attention Economy and Attention Finance. Do read it. The essay brings a lot of jumbled ideas in my head together...

Good morning… We dropped another episode of The Howard Lindzon Show with Michelle Steele. I start by discussing some major upgrades to Stocktwits including overnight pricing on the charts, lightning-fast earnings summaries powered by AI, and a...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday… I have been trying to come up with a fun name for a book about my investing career. The best one at the moment is ‘My Alpha is Your Alpha’. I have had so many great mentors since I stumbled onto Fred Wilson’s blog in 2006 and started...

Good morning… We recently closed a lead seed round investment in Parfour which has just launched a modern software platform for golf clubs, tournaments or anyone running leagues or wanting to throw golf events which is a surprisingly massive market....

Good morning… After a few weeks on the road, I am back with another episode of The Howard Lindzon Show with Michelle Steele. I start with an update on the Degenerate Economy Index which has struggled of late due to the oversupply of degeneracy. The demand...