devcorporate

Reformed Private Equity Operator. Blogger. M&A. Product Management

[devcorporate @devcorporate]

The SaaS due diligence checklist was built for a world where your competitor's dev team was human.
Recursive self-improvement changes that assumption.
$650M just went into AI that improves itself. Most M&A frameworks aren't priced for it.
https://t.co/Op0XnGsm4b #SaaS #AI

[devcorporate @devcorporate]

Hot take: Palantir isn't killing https://t.co/6kV93fzcUt's killing the SaaS that competes on template breadth, seat-based pricing, and shared roadmaps.If your switching costs are technical (migration, retraining) — they're finite.If they're epistemic (decision logic, operational knowledge) — they're structural.Know the difference before you price your exit.https://t.co/hZYd0IogNX

[devcorporate @devcorporate]

Hot take: the "SaaSpocalypse" is indiscriminate selling, not a verdict on software.
a16z's data: AI amplifies moats for companies with process power, proprietary data, and network effects.
The companies getting marked down alongside them? That's your entry point.
Full breakdown: https://t.co/kXe6q0V9ds
#SaaSMA #AIStrategy

[devcorporate @devcorporate]

Your AI startup advisor is built on the statistical average of the internet.
AI hallucinations have already infected 110,000+ published papers.
The Andreessen Advisor is corpus-constrained. Every answer cites its source. When it doesn't know → it says so.
25 calibrated questions. Investment-grade output.
https://t.co/VP225ZCwdW

[devcorporate @devcorporate]

Your seed-stage diligence is missing a variable.
Not ARR. Not NRR. Not Rule of 40.
It's: does this team know why they actually win and lose?
Founders who can't answer that with buyer evidence — not internal hypothesis — are compounding a misdiagnosis, not a business.
https://t.co/cc9nimgdSO
#VentureCapital #SaaS

[devcorporate @devcorporate]

AI hallucination isn't a prompting problem. It's a corpus problem.
We built an advisor constrained to Andreessen's actual published writing.
Every answer is cited. When the corpus is silent, the bot says so.
That's what accountable AI analysis looks like.
→ https://t.co/oq6hMdq82S
#AIAdvisor #PMF

[devcorporate @devcorporate]

The media: "SPCX is a vertically integrated tech conglomerate masterstroke."
The S-1: X Holdings revenue declining to $2.1B. xAI capex consuming $12.5B. FCF going negative.
This is a balance-sheet rescue. The rocket is the cover story.
https://t.co/LSVXL2PNou #SpaceX #MandA

[devcorporate @devcorporate]

4 out of 5 enterprise SaaS deals above $100K ACV end in a loss.
Most founders commit millions to the pivot anyway — without running the failure scenario first.
A 14-day adversarial pre-mortem surfaces what 18 months of market discovery costs in runway.
→ https://t.co/69mgsvZ35o

[devcorporate @devcorporate]

The company that walked away from 8-figure ARR to pivot to AI made headlines.
What didn't make headlines: most founders can't execute that migration without destroying NRR, burning runway, and losing the exit window.
Run the pre-mortem before you run the pivot. Framework → https://t.co/XzJ1ovYeSP
#SaaSFounders #AIStrategy

[devcorporate @devcorporate]

Palantir: $1.63B Q1 revenue. +85% YoY. US commercial +133%. $320B market cap. ~49x annualized revenue.
That's not a SaaS valuation.
Meanwhile traditional horizontal SaaS sits at 3–5x EV/Revenue.
The bifurcation is already in the data. Is your diligence model reflecting it?
→ https://t.co/yQjAfohr8E
#SaaSValuation #MergersAndAcquisitions

[devcorporate @devcorporate]

Software loans are underperforming the broader loan index by ~600bps in 2026.
Agentic AI won't reach enterprise scale until late 2027 — constrained by physical infrastructure, not software readiness.
Credit markets are panic-pricing a 2030 disruption into 2026 deal terms.
That's the buying signal. https://t.co/pYnWukz5Zh
#SaaSMA #AgenticAI

[devcorporate @devcorporate]

EY published a 44-page advisory report.
GPTZero found 60% of the citations appear hallucinated.
The hallucinated data has already been absorbed by ChatGPT, Claude, and Perplexity.
Your deal thesis may be built on a citation that doesn't exist.
https://t.co/0k9cursNdk
#AIRisk #MergersAndAcquisitions

[devcorporate @devcorporate]

Your reps have theories about why you're losing deals.
Your buyers have answers.
Structured buyer interviews + synthetic pre-validation + competitive intelligence — built for early-stage B2B SaaS.
Sample deliverables available to download before you commit. 👉 https://t.co/K1fLMqpb4U

[devcorporate @devcorporate]

"Modeling exit multiples has always involved guesswork, but now it feels like throwing at a dartboard blindfolded."
— Senior PE veteran, Milken 2026
This isn't a temporary confidence gap. It's a structural collapse in deal underwriting certainty.
https://t.co/Hzl3biQCE1 #PrivateEquity

[devcorporate @devcorporate]

Your enterprise AI pilot isn't failing because of the model.
It's failing because 85% of compute goes to re-discovery, not task completion.
RAG was built for humans. Agents are a different infrastructure problem.
https://t.co/yqTOFvo9Z8 #AgenticAI

[devcorporate @devcorporate]

Your Gartner placement is invisible to every AI your buyers are using.I mapped 42 content sources across the five major LLMs — ChatGPT, Claude, Gemini, Grok, and Perplexity. The results should change how you're allocating your content budget right now.What's blocked:

Gartner, Forrester, IDC reports → blocked by all 5 LLMs (paywall)
Gated white papers, gated case studies → blocked universally
LinkedIn posts and company pages → blocked by 4 of 5 LLMs
Demo request pages → blocked universally
What generates confirmed signal:

Crunchbase profile (complete it today — free)
Ungated blog posts on your company domain
Business Wire press releases → confirmed on Perplexity within hours
Product Hunt launch posts → permanent citation asset, indexed by all models
G2 profiles with 50+ reviews → models cite you by name at that threshold
The most expensive mistake in enterprise SaaS content strategy is gating your best thinking. A gated PDF costs $10,000–$20,000 to produce and generates zero LLM training signal. An ungated blog post costs $500–$2,500 and generates indefinite citation signal across all five models.If you're preparing for a transaction in the next 18–24 months, your AI visibility is being evaluated — whether or not your buyer knows to ask for it yet.The checklist is in the full article.🔗 https://t.co/bA5CbE6wx8 #B2BSaaS #AIVisibility #GenerativeEngineOptimization #SaaSFounders

[devcorporate @devcorporate]

54% of enterprise buyers narrow to 2–3 vendors before any human contact.
Your CRM shows zero activity. The deal was already lost.
New research: 35% of SaaS vendors are eliminated at the LLM long-list stage.
The AI dark funnel isn't a future problem.
→ https://t.co/32TmutDPww #SaaS #AI

[devcorporate @devcorporate]

Your robots.txt file may be silently destroying 50% of your AI visibility.
If your site blocks PerplexityBot — a common CMS default — you're cutting your highest-weight LLM source in half.
30-minute fix. Compounding returns.
Full breakdown: https://t.co/QAW9PegkGX
#SaaS #GEO #AIVisibility

[devcorporate @devcorporate]

Your enterprise software buyers are querying Claude, ChatGPT, and Gemini before they ever talk to sales.
172 million times per day.
If you don't appear in those answers, you're not on the shortlist.
GEO is the new SEO — and the compounding window is open now.
https://t.co/YBxe55PPoj #GEO #SaaS #AISearch

[devcorporate @devcorporate]

"Pilot purgatory" is the most useful phrase I've encountered in AI strategy in years.
It describes exactly what happens to 95% of enterprise AI projects: great pilot. Strong metrics. Then nothing scales.
The cause isn't the technology. It's institutional architecture.
New book review: https://t.co/cDzVfhd3fM
#EnterpriseAI #AIStrategy