UC Intelligence

UC Intelligence

Home
Notes
Chat
Archive
About
Terminal Value Compression: What Banking's Fintech Crisis Tells Us About SaaS and AI
History doesn't repeat but often rhymes - the critical debate around terminal value for SaaS has parallels with fintech and banking from 2014 to 2025
 • Nawaz Imam, CFA
The $635 Billion Question: What Tech Earnings Tell Us About AI Returns To Capex
Capital allocation lessons from AWS's cloud computing journey
 • Nawaz Imam, CFA
The Economics of Autonomous Agents
How Moltbook Signals the Restructuring of Traditional Business Models
 • Nawaz Imam, CFA
The SaaS Incumbents' AI Advantage: Why Distribution Beats "Innovation"
SaaS has been left for dead, but don't write it off too quickly.
 • Nawaz Imam, CFA
Software Companies and Slowing Macro
Software companies often face a double whammy from slowing conditions; pricing pressure and increased churn. This article shows how to mitigate that.
 • Nawaz Imam, CFA
Why GTM, Strategic Finance and Product Development NEED To Be In Sync To Scale
Lessons learnt around how a misalignment amongst these functional areas compromises growth and introduces material risk
 • Nawaz Imam, CFA
How Could Gen AI Impact GTM Strategy?
As every company looks to integrate Gen AI into its product set or workflow, there are meaningful implications for the way GTM strategy, pricing and…
 • Nawaz Imam, CFA
UC Intelligence
UC Intelligence
Lessons learnt scaling to IPO - on intersection of tech, business, finance and culture globally, and in Asia

UC Intelligence

AboutArchiveSitemap
© 2026 U.C. Intelligence · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture