Rory Venture 
“If code is running your business, someone needs to be in charge of the code. The only question is when that someone should get the title ‘CTO’.” Investors quietly track one thing when they meet early founders building tech products: the gap between what the business needs from engineering and what the current team can … Read more
“Horizontal software chases everyone. Vertical SaaS prints money by knowing one customer better than anyone else.” The market has made its call: vertical SaaS is outperforming broad, horizontal software on revenue durability, net dollar retention, and pricing power. Investors now pay higher multiples for a $20 million ARR startup that dominates a narrow niche than … Read more
“Every gaming studio now faces a simple question: will your next big launch ship with a union contract or with another viral burnout story?” The gaming industry is quietly rewriting its labor math. Union campaigns are no longer rare events tied to one-off scandals. They are becoming a recurring line item in board presentations and … Read more
“The third-party cookie is not just a privacy casualty. It is a P&L event for every growth team that does not adapt.” The third-party cookie is dying, and performance marketers are already paying for it in higher CAC, weaker retargeting, and fuzzier attribution. Brands that relied on last-click reporting and broad retargeting pools are watching … Read more
“The chip shortage is ending for some, persisting for others, and reshaping profit pools for everyone.” The market signals say this: the worst phase of the semiconductor shortage is largely over in unit terms, but the economic shock is still working through balance sheets, capex plans, and product roadmaps. Lead times are down from the … Read more
“The first no-code unicorn will not look like a software company. It will look like a revenue machine that just happens to ship product without engineers.” The short answer is yes, you can build a SaaS without developers. The harder truth is that you are not really skipping engineering. You are just compressing it into … Read more
“The first country that makes cash irrelevant will not be the one with the best app. It will be the one that makes trust, fees, and fraud feel invisible.” The market is already voting: card networks, wallets, and real-time rails now process more value every day than physical cash in most major economies. Cash is … Read more
