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Analyze Motive's IPO metrics: $501M ARR, 70% gross margin, and 126% enterprise NDR. Key benchmarks for fleet management challenger vs Samsara at IPO.

Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.

Every year I make a list of predictions & score last year's predictions. 2025 was a good year : I scored 7.85 out of 10. I will release the scoring tomorrow. For today, here are my predictions for 2026 : 1. Businesses pay more for AI agents than ...