Business
Analytical coverage of strategy, capital, and the mechanics of running modern companies.
Our business coverage is written for people who read earnings calls and understand cash flow. We publish frameworks for how boards actually evaluate SaaS companies in 2026, audits of major policy programs against their real outcomes, and analysis of the second-order effects that follow the headline stories.
Editor's Picks
The Rule of 40 Is Dead: What SaaS Boards Actually Look At in 2026
For a decade the Rule of 40 was the single benchmark that SaaS boards used to judge growth-versus-profitability trade-offs. It survived the ZIRP era. It did not survive the AI-cost era. Here is what replaced it.
How the $370B IRA Bet Is Actually Performing
The Inflation Reduction Act's clean-energy provisions were billed as the largest climate investment in US history. Three years in, we audit what the IRS, Department of Energy, and Energy Information Administration say has actually happened.
The Founder's Vesting Cliff: A Field Guide
Most founder equity guides stop at the first paragraph of useful detail. This one keeps going — the mechanics of cliffs, what happens at acquisition, how the IRS treats acceleration, and the cases nobody warns you about until you live them.
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