Shadow Warrior

The SaaS -Pocalypse Has Begun: For most of the past two decades, enterprise software benefited from a remarkably stable economic story. Software was expensive to build. Switching costs were high. Data lived in proprietary systems.
Once a platform became the system of record, it stayed there. That belief underpinned everything from public market multiples to private equity buyouts to private credit underwriting. Recurring revenue was treated as a proxy for predictability. Contracts...

at least until we get the small print and analyze it.
https://open.substack.com/pub/rajeevsrinivasan/p/ep-186-there-is-less-than-meets-the?r=66qfh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

reminded of "the great Gatsby", "eyes wide shut"," salo: 120 days of Sodom". the rich and powerful are indeed different from you and me.
https://open.substack.com/pub/rajeevsrinivasan/p/ep-185-the-epstein-files-simply-show?r=66qfh&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true...

DRDO's GaN technology breakthrough: Denied access to compound chip technology by foreign powers, Indian scientists, operating in tandem from Delhi and Hyderabad, crack the code to make gallium nitride (GaN) monolithic microwave integrated circuits (MMICs...