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Article, Podcast

The inference shift kills the PE model, not the portfolios

In every board meeting and every founder circle, the same question gets raised. What does AI mean for our business model. Consultants deliver answers. Executives do too. Nobody has the bandwidth to really test them. Executives build roadmaps, consultants build decks, investors nod along. What nobody says out loud. The same tremor hits the other side of the table.

20. May 2026

Article, Podcast

20. May 2026

The inference shift kills the PE model, not the portfolios

Article, Podcast

6. May 2026

Death of the Middle

If you read the U.S. business press, you see it every week. Restaurant chains, software vendors, mid-tier consulting firms. A particular kind of company…

Article, Podcast

22. April 2026

AI Efficient Employees Don’t Make Companies More Valuable

In 1984, General Motors launched the most expensive automation program in its history. FANUC robots, cameras, sensors, everything available at the time. Machines in,…

Article, Podcast

8. April 2026

Who Builds Order?

There are moments when perspective widens. When the conversation shifts from quarterly reports, interest rate decisions, or election cycles to long waves, empires, and…

Article, Podcast

25. March 2026

The AI Service Operator

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…

Article, Podcast

11. March 2026

Twenty Researchers, Six Agents, Two Weeks – and an Order No One Built

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…

Article, Podcast

25. February 2026

Value No Longer Comes From Doing

Entrepreneurial responsibility was long tied to a simple assumption: those who performed, organized, and carried risk would, in return, gain influence, control, and economic…

Article, Podcast

11. February 2026

First Google ate the newspapers, now AI is eating the software

How the collapse of newspapers foreshadows the future of software business models: Twenty years ago, the internet hit newspaper publishers. Suddenly, they could reach…

Article, Podcast

4. February 2026

Trust Without the State

The defining fault line in the AI market doesn’t run between better and worse models. It runs between systems trusted with autonomy and systems…

Article, Podcast

8. April 2026

Who Builds Order?

There are moments when perspective widens. When the conversation shifts from quarterly reports, interest rate decisions, or election cycles to long waves, empires, and…

Article, Podcast

25. March 2026

The AI Service Operator

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…

Article, Podcast

11. March 2026

Twenty Researchers, Six Agents, Two Weeks – and an Order No One Built

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…

Article, Podcast

25. February 2026

Value No Longer Comes From Doing

Entrepreneurial responsibility was long tied to a simple assumption: those who performed, organized, and carried risk would, in return, gain influence, control, and economic…

About

Stefan Fritz

Stefan Fritz is an author, founder, entrepreneur and investor. He founded his first company while still studying physics, which was soon followed by others. As the founder of synaix GmbH, he has built up numerous digital as-a-service and platform business models as well as software-based solution portfolios over 25 years. Today, he is a partner at PRIMEPULSE, an investment company that focuses on B2B DeepTech business models for venture capital, SMEs and listed companies.

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