I was talking to one of my colleagues yesterday, and surprisingly, we noticed that in 2026, 40% of enterprise software will be integrated with task-specific AI agents, shifting the TAM focus from potential users to automated P&L lines. It might look crazy, but with all the

Many of us would be unaware the biggest market clash in startup history belongs to Uber. It always fascinates me, and also, this holds big importance for founders that are checking their TAM, SAM or SOM. In 2014, NYU finance professor Aswath Damodaran valued Uber at $5.9

We always get into the heated debate of whether we should have funding or we should bootstrap and just go with the flow to avoid the trap of equity, growth at all costs, and much more. Sometimes, though, data works, and bootstrapping becomes a hot shot. But sometimes it’s just a

The slide 4 Drop-off is the 2026 version of the silent treatment. 📉 Internal VC data reveals that 62% of decks are closed the moment an investor hits the market size slide if it looks like a generic $100B copy-paste. In a post-AI-bubble market, investors are using automated

Think of $2M ARR as a vanity milestone for your ego but a hygiene factor for VCs. In the 90s, Jeff Bezos didn’t pitch Amazon’s revenue; he pitched the double-digit weekly growth of the internet itself. He knew that if you're standing on a rocket ship, the current altitude

Armon Sharei, former CEO of SQZ Biotechnologies, reveals the unconventional way his biotech startup got its first funding. His parents weren't fans of his PhD path and saw his company as the only way to pull him out of academia. This gamble eventually led to massive venture

Oura Ring sales exploded by solving a massive health problem during a global crisis. By prioritizing body temperature sensors to detect early illness symptoms, they turned a sleep tracker into a vital health tech wearable used by the NBA and elite athletes. In 2020, while the

Product-market fit is the holy grail of entrepreneurship, but when do you actually hit it? Juanjo Mestre, CEO of Doyole.io, joins Niclas on the Deal Makers (& Fakers) podcast to discuss the moving targets of scaling a tech unicorn. Whether you’re at 100k or 5

The private market just hit $2.4T, but 2026 has a new predator: the Subscription Glitch. ⚠️ I recently saw a founder lose a $5M lead because their PPM referenced a share class that technically didn't exist in their bylaws. Investors aren't just looking for alpha anymore;

Nokia’s collapse in 2013 didn't just end an era; it sparked a billion-dollar startup revolution. This is the story of how Oura Health rose from the ashes of a tech giant. While the city of Oulu felt like a ghost town, Petteri Lahtela, Kari Kivelä, and Markku Koskela were maxing

Armon Sharei, founder of Portal and former CEO of SQZ Biotech, shares the story of a conflict that nearly ended his company before it began. In this clip from the Deal Makers (& Fakers) podcast, we explore the unpredictable hurdles of entrepreneurship. If you’re looking for

Entrepreneurship is about to undergo a massive shift as AI agents begin to replace traditional websites. Florian Myter, CEO of Weavely, joined Niclas to discuss a bold prediction: in three years, we won't be using interfaces manually. Instead, In this clip, we explored the

Building the Oura Ring meant three years without a salary, maxed-out credit cards, and countless failed prototypes. In the freezing winters of Oulu, Finland, the founders faced rejection from venture capital firms who claimed the smart ring market was too niche and that Apple

Armon Sharei, founder of Portal and former CEO of SQZ Biotech, shares why he preferred being a public company CEO. In this clip from the Deal Makers (& Fakers) podcast, we discuss the brutal reality of entrepreneurship and the strategic advantage of operating under strict

The latest data from 2025 shows CVCs participated in a staggering 68% of all AI deal value. So, we can say its like they are anchoring in infrastructure. But for founders, the operational integration tax is real. You aren't just getting capital; you're getting a corporate

Ultrahuman is taking on the smart ring market by solving a problem. Oura missed metabolic health. Mohit Kumar and Vatsal Singhal, both ex-Flipkart executives, were obsessed with biohacking but hated the expensive, needle-based glucose monitors required to track metabolic data.

Entrepreneurship isn't always about perfect spreadsheets. Sometimes, it’s about thinking on your feet during a high-stakes fundraising meeting. Armon Sharei, former CEO of SQZ Biotech, shares the hilarious and raw story of how he and his co-founder made up their initial $4M

The Oura Ring 4 is facing its biggest challenge yet. While Oura dominates the health tech market with a $5B valuation, new rivals like RingConn and the Samsung Galaxy Ring are attacking their biggest weakness: the monthly subscription. Professor Guoxing Wang, a brain chip

Entrepreneurship in the biotechnology sector is a high-stakes gamble. Armon Sharei, former CEO of SQZ Biotech, breaks down the biotech curse, the reality that a company can live or die based on its first clinical trial, regardless of how transformative the underlying technology

The Oura Ring 4 is doubling down on its subscription model, but is it a mistake? While Oura charges $5.99/month to see your own health data, the Samsung Galaxy Ring, RingConn, and Ultrahuman are winning users by offering a "no subscription" experience. In this video, I break