Author: Archishman

Toast trades at roughly 2.7x revenue. Veeva Systems trades at roughly 12.7x. Both are vertical SaaS companies, and both own their industry. But the gap between them is the most useful fact in this entire category. In my opinion, industry-specific software wins with a huge margin on retention and pricing power, the two things that compound. But it loses on the addressable market, and in some verticals it loses badly enough to kill the business. Anyone selling you vertical beats horizontal on everything is selling a TAM slide in reverse. This is written for people choosing between B2B SaaS models…

I once asked a data center technician how much water is used on an average day. He didn’t answer in liters. He answered in gallons, like he was running a small municipal water plant instead of a server hall. That hit me, to be honest. Everyone talks about data centers as power hogs. But almost nobody talks about them as water hogs, and that’s a mistake. A single large hyperscale facility can pull between 1 and 5 million gallons of water a day at peak load. Data center cooling is quietly becoming a harder engineering problem, and here’s why. Key…

In 2021, The International handed out more than $40 million in prize money, the largest single prize pool in gaming history. But by 2024, the same tournament’s total pool had fallen to just $2.6 million. That’s a drop of more than 93% within 3 years. And during that exact stretch, the wider esports industry kept posting growth headlines without pause. In this post, I’ll break down where esports revenue comes from, how sponsorships and franchise fees work, and what players and orgs really take home. I’ll also discuss why profitability remains the hardest problem in the world of gaming. Key…

A company can have TBs of data and lose an afternoon looking for one usable table. That gap between having data and using it is exactly where a data marketplace fits. It gives data providers a structured place to publish data products and gives data consumers a searchable way to discover, compare, license, and access them. But the legal status of a transaction still depends on the source, rights, purpose, parties, and applicable laws. In this piece, I’ll discuss what a data marketplace is, all types of it, the difference between a data marketplace and a data exchange, and the…

Somewhere between your driveway and the grocery store, your car has probably started filing a report on you. Not a metaphor. If you’ve opted into a telematics program, an app or a small plug-in device has been logging your acceleration, your braking, and the exact minute you hit the highway on a Friday night. That’s usage-based insurance, or UBI. It’s a car insurance model that prices your premium on how you actually drive, instead of demographic guesses like your age or your ZIP code. This guide is for anyone who has looked at their renewal bill and wondered why a…

In April 2020, New Jersey’s governor went on live television and asked residents for volunteers who could still write in COBOL, a programming language older than most of his staff. The state’s unemployment system had buckled under a 1,600% spike in claims in a single week, and the code holding it together dated back to the 1970s. That’s what happens when government software gets quietly ignored for 40 years and then has to perform under real pressure. That gap is what Government technology exists to close. In this post, I’ll discuss what GovTech means, which startups are rebuilding the systems…

Imagine this: you’re on a call with your manager, and you need to jot down some important notes for later. You pick up a napkin (because that was the most feasible option), scribble down a few points, and keep it in your pocket. Sounds like a simple task to do, right? But then something unwanted happened: you washed your jeans and lost all the details you’d jotted down. This is a common pain point. We all want the speed of a paper napkin for notes, along with all the conveniences that digital notes have. Now, I know most note apps…

Ten sleep technicians once scored the same 50 nights of brain-wave recordings. They agreed on every single 30-second window 48% of the time. That’s the gold standard we hold consumer sleep tech against. So my answer to the worth-it question is split. If you want to know how long you slept and whether that number is drifting, any of these three works, and the cheapest one is fine. But if you want to know your exact REM minutes, none of them can tell you, and paying more doesn’t fix it. Key Takeaways What a Sleep Tracker Actually Measures, and What…

Remember hearing a commercial flight – drinks cart, real boarding pass – crossed the Atlantic in under three and a half hours? That was the Concorde. It got retired before most of today’s flyers ever boarded one, and supersonic travel spent the next twenty years looking like a gorgeous, expensive dead end: physics proven, business case dead. Now someone’s trying again. Boom Supersonic’s Overture is the leading attempt – its demonstrator already broke the sound barrier over the Mojave. Whether Overture actually flies passengers on Boom’s timeline is still up in the air, and that gap between promise and remaining…

A legal team may need to search thousands of emails, contracts, and case files to find one detail that changes the outcome of a matter. AI in law can make that process faster by organizing information, highlighting relevant documents, and assisting with repetitive tasks. Today, legal tech supports e-discovery, legal research, document review, contract management, legal compliance, and case administration. These tools aren’t designed to replace lawyers. They’re made to help professionals spend less time sorting information and more time interpreting risks, advising clients, and making decisions. But the AI can still miss context or produce incorrect information. I see…

Loud voices are everywhere in crypto. Credible ones are not. In 2026, the top crypto influencers worth following are not the ones with the biggest audiences. They are the ones with documented track records and a defined area of expertise. Their public output holds up across both bull and bear markets. In this article, we cover six top crypto influencers who meet that standard, spanning technical education, institutional adoption, on-chain research, early-stage Web3 advisory, and market analysis. Each one brings something distinct. None of them are here because of follower count alone. Key Takeaways Who Is Vitalik Buterin, and Why…

I once watched a friend clone her WhatsApp into a second account so she could separate her work stuff from her personal chats. A few minutes later, she was scrolling through all the same permissions just to run its cloned version. She asked me a question. Is Parallel Space safe? But in short, Parallel Space isn’t malware, but it’s not safe either. It’s a legitimate, widely used app from LBE Tech that also collects more data and sits in the clone apps category, where the bigger risk usually comes from copycats and sideloaded APKs, not the original app itself. This…