The Metrics Brothers
Ray Rike & Dave Kellogg
1 episode
The Iconiq State of Software 2025 Report
8 Oct 2025 · 26 min
- AI investment hit $377B in H1 2025, more than 2024's $363B, on track to double.
- Rule of 40 now predicts valuation best, with 34% R-squared versus 20% for growth alone.