Lena Ortiz
Latest from Lena Ortiz
MarketsSoftware multiples need better AI evidence
The market is right to ask whether AI can change software economics. It should be more demanding about what counts as proof.
AI venture debt is about to test a new kind of underwriting
Lenders face a familiar question in an unfamiliar market: how do you finance growth when the product is software but the cost base increasingly includes expensive and variable infrastructure?
AI insurance is becoming a market for operational evidence
As companies deploy AI in customer and internal workflows, insurance will depend less on broad promises of safety and more on proof that a system is monitored, bounded and recoverable.
AI procurement needs workflow evidence, not feature checklists
The right buying question is not which model is most impressive. It is which product can improve a defined workflow while preserving the controls the organization needs.
Model vendor switching costs are more human than technical
Changing a model provider can be easier than changing the prompts, evaluation habits, data practices and team routines that grew around the original choice.
The right to verify should become an AI product norm
People need a practical way to inspect important outputs, understand their basis and correct a system when the result affects their work, money or access to service.
5 AI products finance teams will buy for control
Finance leaders value speed, but they buy systems that make evidence, approval and variance easier to see.
5 AI procurement mistakes boards can avoid
AI purchasing decisions become expensive when ambition outruns ownership, data readiness and a credible path to sustained use.
