Articles by David
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This is what it looks like when a company is growing faster than its hardware lifecycle can keep up. Hundreds of laptops stacked against a wall…
This is what it looks like when a company is growing faster than its hardware lifecycle can keep up. Hundreds of laptops stacked against a wall…
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Before we got into strategy, pipeline, or numbers yesterday at the Revivn second half GTM kickoff, I asked our team to close their laptops and put…
Before we got into strategy, pipeline, or numbers yesterday at the Revivn second half GTM kickoff, I asked our team to close their laptops and put…
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There’s a version of me that exists every year buried in survey data, story arcs, illustration mocks, and Slack threads with too many “what if we…
There’s a version of me that exists every year buried in survey data, story arcs, illustration mocks, and Slack threads with too many “what if we…
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Experience & Education
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Not Another CEO
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Publications
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Controlling Your SaaS Environment
See publicationControlling Your SaaS Environment presents a new six-part framework for managing, securing, and supporting mission-critical applications in this new modern workplace.
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The potential for AI to accelerate and expand drug discovery is a thrilling prospect. Machine learning has already conquered some vast search spaces…
The potential for AI to accelerate and expand drug discovery is a thrilling prospect. Machine learning has already conquered some vast search spaces…
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Nick Moran has spent the last decade looking for founders, most investors overlook. As the Founder & General Partner of New Stack Ventures, he's…
Nick Moran has spent the last decade looking for founders, most investors overlook. As the Founder & General Partner of New Stack Ventures, he's…
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I'm incredibly proud that Financial Cents has been named one of Inc.'s Best Workplaces for the second time 🙌 When Abdullah and I started this…
I'm incredibly proud that Financial Cents has been named one of Inc.'s Best Workplaces for the second time 🙌 When Abdullah and I started this…
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Yesterday I had the opportunity to interview Danny Sigurdson, founder of Courier Health, for Pharmaceutical Executive. Hearing how his own experience…
Yesterday I had the opportunity to interview Danny Sigurdson, founder of Courier Health, for Pharmaceutical Executive. Hearing how his own experience…
Liked by David Politis
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The core of what I value most about G2's Board is that our members aren't watching the AI shift from the sidelines. They're funding it, building…
The core of what I value most about G2's Board is that our members aren't watching the AI shift from the sidelines. They're funding it, building…
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I have a story about Bryan Johnson. Many months ago, I was in the front row of a conference when Bryan came on stage and told us all that we were…
I have a story about Bryan Johnson. Many months ago, I was in the front row of a conference when Bryan came on stage and told us all that we were…
Liked by David Politis
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June was a big one for us 🚀 Record-setting month. A new bar for our Account Management and Service Delivery teams. A lot of miles, a lot of…
June was a big one for us 🚀 Record-setting month. A new bar for our Account Management and Service Delivery teams. A lot of miles, a lot of…
Liked by David Politis
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This is a good time of year to step back and take stock of where you/your company are. I guarantee you’re not exactly where you thought you’d be…
This is a good time of year to step back and take stock of where you/your company are. I guarantee you’re not exactly where you thought you’d be…
Shared by David Politis
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Most founders I talk to think they have a well defined ICP. When I ask them to tell me the attributes they use to define it, 90% of the time it…
Most founders I talk to think they have a well defined ICP. When I ask them to tell me the attributes they use to define it, 90% of the time it…
Shared by David Politis
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🗽NYC, we’re back! Our 3rd annual Patient Innovators Summit returns this October 5-6th. Our CEO, Danny Sigurdson, said it best: “When this group…
🗽NYC, we’re back! Our 3rd annual Patient Innovators Summit returns this October 5-6th. Our CEO, Danny Sigurdson, said it best: “When this group…
Liked by David Politis
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We're hiring a Director of Growth Marketing and Senior PMM at Courier Health! Come join us ✨ Extra bonus points for NYC applicants with healthtech…
We're hiring a Director of Growth Marketing and Senior PMM at Courier Health! Come join us ✨ Extra bonus points for NYC applicants with healthtech…
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After 11 unforgettable years at Onix, I’ve decided that the time has come to say goodbye. I’ve had the privilege of working alongside some of the…
After 11 unforgettable years at Onix, I’ve decided that the time has come to say goodbye. I’ve had the privilege of working alongside some of the…
Liked by David Politis
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Eyal Elbahary
Last week in Austin, our team saw exactly where revenue execution is breaking for most GTM leaders—and came through with solutions and vision. Between the insights from Eran Gross’s roundtable and the energy from our team on the floor, we focused on the specific hurdles that stop teams from moving fast. Because every moment matters when you own your revenue.
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Naresh Soni
Anthropic’s “Agentic AI” Moment: The Beginning of the SaaS Disruption Cycle On February 3, 2026, something important happened in the software market. Anthropic launched specialized AI agent plugins for its “Cowork” platform — targeting legal, sales, finance, marketing, and other domain workflows. Within hours, public SaaS stocks sold off sharply. A Goldman Sachs basket of U.S. software companies fell roughly 6% in a single day — the largest decline since April 2025 — wiping out an estimated $285 billion in market value across software, legal, and fintech incumbents. This wasn’t a typical tech overreaction. It was the market recognizing a structural shift. From Generative AI to Agentic AI For the past two years, most enterprise AI adoption has been “assistive”: writing emails summarizing documents answering questions generating code Helpful, but not existential. What Anthropic signaled is something very different: AI systems that don’t just generate text — they execute work. These agents can: review contracts track compliance search internal data read and write files complete multi-step workflows This is the transition from copilot to operator. And that is where disruption begins. Why SaaS Investors Reacted So Violently Traditional SaaS businesses are built on a simple model: sell per-seat subscriptions expand within departments lock in workflows But “agentic” AI introduces a new question: What happens when the software user is no longer a human seat… but an AI agent? If an agent replaces entire workflow layers, value shifts away from: vertical SaaS tools dashboards point solutions …and toward the AI platform that executes end-to-end work. That’s why legal-tech and information services companies saw steep declines: RELX down ~15% Wolters Kluwer down ~13% LegalZoom down ~20% Even giants like Salesforce and Adobe felt pressure. The SaaS Stack Is About to Be Rewritten We’ve seen this movie before: Cloud disrupted on-premise software Mobile reshaped consumer platforms APIs unbundled monoliths Now, AI agents are poised to disrupt SaaS at the workflow layer. The winners won’t just provide tools. They will provide: automated outcomes intelligent workflows enterprise execution engines The interface shifts from: user clicks → AI completion That is a fundamental re-architecture of enterprise software. What This Means Going Forward The key takeaway isn’t that SaaS is dead. It’s that SaaS is entering a new era: incumbents must reinvent around agents workflows will consolidate AI-native platforms will capture more value pricing may shift from per-seat to per-outcome Anthropic’s announcement may be remembered as an early moment when markets realized: AI is no longer an add-on. It is becoming the operating layer. We are watching the beginning of the agentic disruption cycle in enterprise software — and it will reshape the next decade of SaaS.
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