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5min chapter
Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
The Alchemy of Money
Is There a Trade Off Between Decentralized Decision Making and Inorganic Acquisition?
The culture of the organization is that everything is decentralized, right? So it's not a different team that swoops in and fixes it. It's everyone's responsible for their own P and L. And so like I said before, there's this one person that's like responsible for this $300,000 if free cash flow. If all their customers are now complaining that the UI is bad, and they're going to move over to competitor offering, then they'll make the investments to address that. The value placed on the software revenue stream was crazy or was, you know, was rich.
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