Just a guy with opinions that tend to be right ;-)
Twenty-six years after Marc Benioff picketed Siebel with actors and champagne, he borrowed twenty-five billion dollars to run the same defensive playbook against himself. Mark Leslie wrote the framework for this in 2015. He and I had dinner. This is what we agreed on. By Stephen Messer Co-
Opinion
The next frontier isn't a faster model—it's an AI that reads a room and responds like someone who cares. It will transform healthcare, elder care, and education. It will also be the most sophisticated manipulation tool ever built. Both arrive at once.
AI
Wall Street spent the last week arguing about whether AI is slowing down. Wrong debate. The bubble nobody is talking about is what the SaaS incumbents did when their multiples collapsed.
Stephen Messer · Co-founder, Collective[i] & Intelligence.com. Co-founder, LinkShare (sold to Rakuten, $425M). EY Entrepreneur of the Year and 2x Deloitte Fast 50 Winner. Board Member, Spire Global (NYSE: SPIR). Join Intelligence.com Harvey just closed at $15.5 billion. Its ARR quadrupled from $100 million to
🎙️Will AI make us healthier? With Dr. Peter Fleischut & Dr. Pierre Elias 🗓️ Tomorrow, Sept 17 at 2:00 PM ET. Reserve your spot Two diseases have outlasted every generation of medicine we've thrown at them. Heart disease. Sickle cell. For decades, doctors could only catch them once
Opinion
Your buying committee: 11 people, 11.5 months to close. Your AI-first rival: one person, one week, same decision. The gap isn't the tool. It's the committee that used to be your insurance policy and is now the anchor holding your company underwater
Every AI brain coming into service is smart, capable, and neutral about you. Confuse neutral for friendly and you get mauled. This week's headlines are the first big lesson.
Opinion
AI can now predict a deal, write the email, route the work, and brief the executive. There is one move it cannot make, and it is the move that decides who wins when everything else is equal. A phone call between two people who trust each other.
Opinion
Thirty years of pattern recognition built your career. A machine that always agrees just amplified that same instinct at machine speed. Great instinct plus total agreement is the largest error multiplier ever handed to a senior executive.
Opinion
Every prior tech bubble was funded by venture capital alone, and broke when VC ran out. This one isn't. Big Tech alone is spending $725B on AI in 2026, more than four times what all of venture capital deploys in a year. That single fact ends the bubble argument.
Opinion
One Person Plus a Hundred AI Agents Beats a Hundred People Plus None. That Is How Ukraine Took the Eastern Front. It Is How Wiz Reached $32 Billion in Five Years. Here Is the Playbook. And the One-Question Test That Reveals Whether Your CEO Gets It. Part Two of Two.
Opinion
Ten Ukrainian Drone Operators Demolished a 16,000-Troop NATO Force in Half a Day. The Same Pattern Is Already Inside Every Industry You Invest In. Most CEOs Still Cannot See It. Part One of Two.