Every week, founders send me decks asking for the honest read. And every week I see the same…
Anthropic changed how CFOs build financial models.They shipped 10 ready-to-run agent templates for finance. Pitch builder. Meeting preparer.…
Photo by Jack Dorsey via Wikimedia.orgThe other day I went on the Monitoring the Situation livestream, and we…
It is late September, and your board wants next year’s plan on the calendar before Thanksgiving. So FP&A…
I’ve been dealing with more rabbit problems today, so here’s a repost to tide you over til tomorrow.The…
TL;DRThe paper: NVIDIA pointed a research AI at the harness, the machinery around the model, and let it…
TL;DRThe model: Opus 5.5 performs at Fable 5.1 level on most work and costs 40% less to run…
Cash flow forecasting is the one thing your board trusts least and needs most.Your CFO team understands cash,…
Much to my amusement, the world seems to have discovered Effective Altruism. As the debate over AI safety…
Sam Altman says his own model broke out of a sandbox, hacked Hugging Face, and handed itself a…
Ask a founder six weeks into a raise why replies are at 2%, and they’ll show you the…
Anthropic just went from $9 billion to over $30 billion in revenue in 4 months.Krishna Rao is the…
Art by GPT-6, original by Zhang ZeduanIn 1946, George Kennan, who was acting as the head of the…
Paul built a 3-statement deferred revenue schedule live, in Excel, using Claude. He showed the new Copilot “plan…
Most investor lists have the same flaw: half the rows are a firm name, a website, and no…
Sign in to your account