Portfolio and revenue diversification has its’ documented benefits. When covering revenue diversification, most teams focus on removing the downside risks:…
Energy analysts are bad at predicting system-wide changes. Every year the Department of Energy and other agencies vastly underestimate the…
I recently recorded the first (hopefully of many!) episodes in a video series called “Power Down“. The idea was hatched…
I am calling it: OSIsoft’s acquisition by Schneider Electric controlled AVEVA Software is the industrial technology deal of the year.…
In the low margin energy & industrial verticals, value-based pricing is a requirement. The usual $/seat pricing accustomed in software…
Misaligned incentives make it hard for senior corporate executives to fully lean into championing any new software solution or digital…
I see startups make repeated mistakes when they scale in the energy & industrial verticals. Here are a few sales…
Early on in my venture career I asked a very experienced VC investor why we were guiding our portfolio company…
Over the holiday I wrapped up a number of books that had been piling up on my bedside table. Hit…
Changing gears, and accelerating in 2017