strategy

  • a16z: Consumer AI Apps Are Outpacing Enterprise Apps in Revenue Growth

    a16z: Consumer AI Apps Are Outpacing Enterprise Apps in Revenue Growth

    Everyone expected enterprise AI to dominate. But according to new data from a16z, consumer apps are often the real breakout story of 2025. The generative AI boom is reshaping the startup landscape, and a recent a16z report on revenue benchmarks for AI startups has dropped a bombshell: consumer AI apps are growing faster than…

  • Think About AI: Not as a Product, But as Infrastructure

    Think About AI: Not as a Product, But as Infrastructure

    In the current buzz around AI, it’s easy to get caught up in the race to develop the next groundbreaking AI product. Startups everywhere are asking, “What’s our AI app?” or “How can we make AI our product?” But here’s the thing: For most early-stage startups, AI isn’t the product. It’s the infrastructure. If…

  • Ton Unveils Unprecedented $400M Funding; Telegram Integrates Grok

    Ton Unveils Unprecedented $400M Funding; Telegram Integrates Grok

    Telegram dropped a bombshell last week: a $400 million funding round for The Open Network (TON) blockchain, paired with news that xAI’s Grok will integrate into its platform. With over 1 billion users, a crypto empire already worth $1.3 billion, and a founder who has been successful in navigating regulatory landscape, this move signals…

  • Klarna’s Salesforce Breakup Reveals The Future of Enterprise SaaS

    Klarna’s Salesforce Breakup Reveals The Future of Enterprise SaaS

    The “why” matters more than the “what.” Klarna CEO Sebastian Siemiatkowski recently pulled back the curtain on the company’s exit from Salesforce (days before its IPO filing), offering a window into the future of enterprise SaaS. Klarna’s AI-First Transformation – Graph Databases and AI Klarna’s decision to abandon Salesforce and over 1,200 other SaaS…

  • One Line of Code, Endless Possibilities: Stripe Launches MCP Server

    One Line of Code, Endless Possibilities: Stripe Launches MCP Server

    Stripe recently unleashed its Model Context Protocol (MCP) server, a fintech bombshell. This isn’t just another API tweak—it’s a seismic shift, letting AI agents tap Stripe’s payment powerhouse with a single command. For fintech startups and giants, it’s a game-changer: imagine an AI issuing invoices, managing subscriptions, or refunding customers mid-conversation. Stripe, the $65…

  • Howard Marks’ Warning: On Bubble Watch

    Howard Marks’ Warning: On Bubble Watch

    At the beginning of this year, Howard Marks, the co-founder of Oaktree Capital, published a memo cautioning investors about potential bubbles in the current market. 25 years ago, he famously published Bubble.com which predicted the internet bubble. While his insights are widely followed in the financial world, they hold special significance for startup founders…

  • Introducing the Startup Finance AI Assistant

    Introducing the Startup Finance AI Assistant

    Over the past years, I’ve worked as a fractional CFO/FD, partnering with early-stage startups to navigate the complexities of fundraising, financial strategy, and planning. Today, I’m thrilled to share a pivotal moment in this journey: a shift to amplify financial expertise with tech innovation. This new approach bridges deep financial knowledge with the power…

  • Why December is the Best Month to Close VC Deals

    Why December is the Best Month to Close VC Deals

    As a fractional CFO specializing in fundraising preparation, I often hear founders ask whether it’s too late to close their funding rounds as the year comes to a close. Many assume that investor activity slows down during the holiday season. Surprisingly, the data tells a different story: December is one of the best months…

  • What Is a Fractional CFO?

    What Is a Fractional CFO?

    As the world catches up on the fractional CXO trend, there is some confusion in the market. For example, it is often confused with an advisor role. Therefore I have decided to dedicate a long post on this topic. The concept of a fractional CFO (Chief Financial Officer) mostly exists in the startup and…

  • Have A Winning Strategy

    Have A Winning Strategy

    The stereotype of a finance person is a bean counter — someone who keeps track of the numbers of running a business. The main function of a finance department has long been considered as bookkeeping. However, the role of finance in business extends far beyond keeping track of numbers. It can, and should play…