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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
Issues14Foundeda year agoLast Issuea month ago
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Latest Issues

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...

a month 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...

a month 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...

2 months ago
2

How marketplaces are navigating the K shaped economy

The US labor market isn’t just cooling, it’s splitting. The February jobs report shows a slight decline, mainly driven by government job cuts and a now-resolved nurses strike, but it masks a deepening divide between two distinct labor segme...

3 months ago
3

Software Isn't Dying, It's Consolidating

It’s been almost 4 weeks since Citrini Research’s article on the future of software went viral. Written as a theoretical perspective from 2028, the dystopian article outlines how AI could create an employment crisis where better AI capabili...

3 months ago
1

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    Investing at Indeed.com Posts are not investment advice.

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