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Episode Guide 8 min read

Episode Guide: Beyond Vanity Metrics: Prioritizing True Enterprise Value

Cerebras’ $24B backlog masks severe customer concentration with two customers accounting for 86% of revenue and an unproven, margin-dilutive cloud model.

Avi Savar · May 19
The Signal 7 min read

AI: fund it, don't fear it. -0.4% jobs lost.

Companies are shedding headcount to reallocate funds towards significant AI investments, not due to direct AI-driven job displacement.

Avi Savar · May 19
Episode Guide 8 min read

Episode Guide: AI: fund it, don't fear it. -0.4% jobs lost.

The narrative that AI causes mass job loss is a myth. Learn how companies are strategically reducing headcount to invest in AI.

Avi Savar · May 18
7 min read

China's 'invisible' firms, tax havens, & hidden IP acquisitions

This week, insights reveal how Chinese companies leverage tax havens for 'invisible' acquisitions.

Avi Savar · May 14
Episode Guide 7 min read

Episode Guide: China's 'invisible' firms, tax havens, & hidden IP acquisitions

Explore how China's 'invisible' firms utilize global tax havens for strategic IP acquisitions.

Avi Savar · May 13
The Operator 8 min read

GNP’s 1,000 Devs Went 95% Autonomous. What Changed?

GNP, Mexico's largest insurer, piloted autonomous software development. With Blitzy, 1,000 developers saw 80-95% autonomous completion, reshaping engineering strategy.

Avi Savar · May 13
Episode Guide 17 min read

Episode Guide: GNP’s 1,000 Devs Went 95% Autonomous. What Changed?

GNP, Mexico's largest insurer, piloted an autonomous software development platform. 1,000 developers achieved 80-95% autonomous task completion, signaling a major shift.

Avi Savar · May 12
The Signal 6 min read

The Alpha of Inefficiency: Goldman GSAM and a $90M RELX Win.

Despite narratives of AI streamlining processes, real-world deployments reveal it amplifies existing inefficiencies, demanding more human intervention and nuanced judgment from operators.

Avi Savar · May 12
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