Nicolo's Notes
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Overview
I worked in tech startups; now I work in finance.Each side has its own literature, its own instincts, and its own blind spots. I write somewhere in the middle, trying to bridge the gap.Subscribe for notes on technology, capital, and the occasional detour.
News
Three Ways to Sell the Same Software
An AI support agent, the kind that answers customer questions in a chat window and hands over to a human when it gets stuck, can be sold in three very different ways. Say $500 a month for access, $1 for every conversation it handles, or $5 only when the c
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Report
Something Is Changing in the Unit Economics of Software
Why AI is compressing software margins, and what that does to the SaaS playbook
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Report