Latest / Jeremy Hemsworth Weekly Digest
Apr 27–May 3 | Agents pick Stripe · Atlas up 71% · PE playbook is dead
Agents pick their own SaaS stack and they pick Stripe. The PE software exit funnel collapsed — Medallia is the canary. Big Tech is buying creator media as a CAC strategy at $50K-plus ACV.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.