Line of Sight

Line of Sight

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Motive’s IPO Blueprint: S-1 Teardown
Deep S-1 analysis: How Motive turned compliance into a $501M ARR moat. Full breakdown of their AI flywheel, financial metrics, and repeatable playbook…
 • Kyle Kelly
The Compliance Moat: Build, Buy, or Partner
From Crypto taxes to ADA compliance, the companies that become the default infrastructure for navigating regulation win.
 • Kyle Kelly
Product Partnerships in Tech: A PM’s Guide to Value Capture
A PM’s guide to product partnerships that actually capture value: guardrails, attribution, ownership, and when to kill the deal.
 • Kyle Kelly
Energy is the AI Bottleneck
AI is hitting a new limit. The real bottleneck is not compute. It is electricity. This breakdown shows why Big Tech is entering the energy markets and…
 • Kyle Kelly

November 2025

ChatGPT Can Now Buy Things. Stripe Just Became the Tollbooth of AI Commerce
How Stripe and OpenAI built the transaction layer for $5T in agentic commerce. A deep-dive teardown with data, charts, and operator insights.
 • Kyle Kelly
Shopify's Trifecta: How 30%+ Growth, 18% FCF Margins, and AI are Defining Commerce's Next Era
Shopify re-accelerated to 32% growth with 18% FCF margins. Analysis of three compounding flywheels: TAM expansion, payments penetration, and AI commerce…
 • Kyle Kelly
Agentic Commerce Will Break the Ad Business
Perplexity’s buying agent is erasing the moments Amazon monetizes. This is the real shift coming to digital demand.
 • Kyle Kelly
Apple Just Blinked: And It Might Be Their Smartest $1 Trillion Move Yet
Apple’s partnership with Google’s Gemini AI isn’t weakness — it’s strategy. This breakdown explores how Apple uses the Build-Buy-Partner framework to…

October 2025

Which Cohorts Predict the Future of Your Business?
Cohort analysis isn’t just about looking back. It’s a way to see the future hiding in your data. Learn how to find velocity breaks, the moments when…
Turning Partnerships Into a P&L System
Partnerships aren’t marketing, they’re capital systems. Learn how top SaaS companies measure partner ROI, improve efficiency, and turn ecosystems into…
AI Protocols Are the New GTM Strategy
The next wave of AI growth isn’t about smarter models. It’s about how they connect. Protocols like MCP, A2A, and ACP are quietly becoming the new…
 • Kyle Kelly
How to Build Distribution Into the Product
Why the fastest-growing AI companies treat growth as a design problem, not a marketing one.
 • Kyle Kelly
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