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Alpha Work

Kyle Getsiv

A data-driven look at the future of work, both public and private markets. Posts are not investment advice.

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Substack
PricingOnly free issuesPublishesWeekly
Issues16Foundeda year agoLast Issue15 days ago
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Latest Issues

Labor Marketplaces 2026 Q1 Public Markets Update

The structural split in the US labor market is accelerating. Traditional job boards are deploying AI to fight the slowdown in demand, with LinkedIn announcing that its agentic recruiting products reached $450M in annualized revenue. Freelan...

15 days ago
1

HR SaaS 2026 Q1 Public Markets Update

The AI software pendulum is swinging away from unconstrained experimentation and toward a more strict, ROI-based implementation.

After encouraging AI adoption without any real scrutiny towards productivity or ROI, companies are starting to...

22 days ago
1

Gusto: Defensible compliance moat or future SaaSpocalypse victim?

Introduction

Of all the late-stage private companies that survived both the 2022 SaaS reset and the beginnings of what most investors are calling “the SaaSpocalypse,” few have done so as quietly as Gusto. The company recently announced...

2 months ago
3

HR Tech 2026 Q1 Funding Review

A quiet quarter for HR Tech funding

Following a massive quarter to close out 2025, the HR Tech sector has entered a period of relative calm to start 2026. While deal counts in many areas remained steady, the total capital invested saw a no...

2 months ago
3

Autonomous driving shifts from a tech story to a business story

Gemini: Split view image of self driving cars and trucks

For years, autonomous driving was measured in test miles and pilot programs. In 2026, the metrics that matter are paid rides, contracted freight revenue, and production facility buil...

3 months ago
2

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  • Kyle Getsiv

    Investing at Indeed.com Posts are not investment advice.

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