Perspectives
Perspectives
What you underwrite when there is no exit
Remove the exit assumption from a model and most of the analysis changes. Some of it gets easier. The hard part is what replaces it.
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Voice automation after the hype
A voicebot that calls six hundred candidates in an hour is not impressive because it is AI. It is impressive because someone did the unglamorous work around it.
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What lasts, and what only looks like it does
A career in telecommunications taught me to distrust growth rates and to trust switching costs. Here is what I look at instead.