I remember commenting a while back that there's a natural progression from consulting to private equity (Bain being the paradigmatic example) and that one avenue for SaaS companies might be equity stakes beyond the embedded call option in their revenues. Palantir being arguably a consulting firm with a SaaS costume would be this on steroids.
Re: the new Saudi carrier, the backdrop (barely hinted at in the article) for this is the UAE apparently starting to oppose the Saudis when it comes to OPEC strategy.
The idea of regulation & compliance reducing the operational speed limit is very insightful. All of a sudden you must drive slower..
Good stuff. I hadn't even thought about Robinhood users financing their lives on margin instead of credit cards.. Wow
I remember commenting a while back that there's a natural progression from consulting to private equity (Bain being the paradigmatic example) and that one avenue for SaaS companies might be equity stakes beyond the embedded call option in their revenues. Palantir being arguably a consulting firm with a SaaS costume would be this on steroids.
Re: the new Saudi carrier, the backdrop (barely hinted at in the article) for this is the UAE apparently starting to oppose the Saudis when it comes to OPEC strategy.