David's Substack
David SomersMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 4 months ago | Last Issue | 3 months ago |
| Active | |||||
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dlsomers.substack.comLatest Issues
The Rise of the AI Product Leader
Lately there has been a growing narrative in the tech industry about the future of product management.
With AI writing code, generating prototypes, and accelerating development, some people are asking a simple question.
Is the product man...
AI Is Eating SaaS
Over the past few weeks, two things happened that, taken together, tell us exactly where enterprise software is headed.
First, OpenAI’s COO publicly acknowledged that enterprise AI has not yet penetrated business processes at scale. Despit...
Financial Reporting Hasn’t Really Changed in 100 Years
For more than a century, financial reporting has looked… more or less the same.
Finance teams still stitch together spreadsheets. They email documents back and forth with auditors. They reconcile numbers manually. They triple-check footnot...
AI-First Companies Don’t Just Build Differently. They Scale Differently.
Six months ago, I moved from building software to evaluating the people building it.
I expected pattern recognition.
I didn’t expect how quickly the same inflection points would repeat.
Over the past half year at Storm Ventures, I’ve had...
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I'm a Partner at Storm Ventures, specializing in investments at the intersection of AI, HRTech, FinTech, and the future of work.
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