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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
Issues18Foundeda year agoLast Issue15 days ago
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Latest Issues

HR Tech 2026 Q2 Funding Review

HR Tech funding reaches an eight year low

HR tech funding hit a slump this quarter, its lowest level in the last 8 years, with a continued lack of outsized funding rounds. Payroll continues to be an investable space, with AI-native payroll...

15 days ago
1

The legs, brains and business of Agility Robotics

It’s been a busy couple of months for humanoids.

Less than a month ago, Agility Robotics announced it would go public through a Special Purpose Acquisition Company (SPAC) with Churchill Capital Corp XI at a $2.5 billion pre-money valuation...

20 days ago
3

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...

2 months 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...

2 months 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...

3 months ago
3

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  • Kyle Getsiv

    Investing at Indeed.com Posts are not investment advice.

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