Giacomo Balli profile picture
Giacomo Balli
Your Consigliere

For owners and founders facing decisions that are expensive to get wrong.
Independent counsel from someone paid only by you.

What’s on Your Mind? LinkedIn

Blog

Writing on technology decisions, AI and buying software: 635 posts since 2012.

94 posts in Data

2026

268 posts
  1. Your most exposed IP may be how your company knows what to doYour most exposed IP may be how your company knows what to do. Companies worry about sending the confidential PDF, the source code or the customer list to...

    2 min readAI

  2. Before hiring an AI consultancy, find the part that actually needs AIBefore hiring an AI consultancy, work out which part of the problem actually requires AI. It is usually smaller than the proposal.

    1 min readAI

  3. A $5,000 technology decision can deserve more scrutiny than a $500,000 oneA $5,000 technology decision can deserve more scrutiny than a $500,000 one. Owners scrutinise by price, and price is a poor guide to consequence.

    1 min readAI

  4. A CEO sent me a technology proposalA CEO sent me a technology proposal. These are the first three things I ignored. The feature list.

    1 min readBuying Software

  5. If a CEO sent me a $500k software proposal tomorrow, this is what I would reviewIf a CEO sent me a $500k software proposal tomorrow, this is what I would review, in order. The problem statement, before the solution.

    2 min readBuying Software

  6. When should a CEO get a second opinion on a technology decisionNot on all of them. There are thresholds, and they are worth writing down before the next proposal arrives, because after it arrives the answer is always...

    2 min readBuying Software

  7. What to know before signing a three-year SaaS contractA three-year SaaS contract is on the desk with a discount for committing. Before signing, this is what I would want to know.

    2 min readBuying Software

  8. The contract clauses that create the most lock-in get the least scrutinyThe technology contract CEOs scrutinise least is often the one that creates the most lock-in. Price and term get negotiated.

    2 min readBuying Software

  9. The software demo was fantasticThe software demo was fantastic. That is almost irrelevant. Demos are built to be demoed. The data is clean, the user is an admin, the workflow is the one...

    2 min readEngineering

  10. Changing ERP or CRM systems often recreates the old company's problemsChanging ERP or CRM systems often recreates the old company's problems in a newer database, and the reason is in the implementation plan.

    2 min readEngineering

  11. In a SaaS agreement, the data exit clause matters more than liabilityWhen a software or SaaS agreement crosses your desk, the liability language usually gets read hardest. The clause that decides what actually happens is quieter.

    1 min readPricing

  12. Before replacing your CRM or ERP, check whether the software is the problemBefore replacing your CRM or ERP, find out whether the software is actually the problem. Most of the time it is the thing everyone can agree to blame.

    2 min readEngineering

  13. The most expensive sentence in a software project: "We'll figure that out later"The most expensive sentence in a software project is "we'll figure that out later." It is also, sometimes, the right call.

    1 min readAI

  14. Your development agency says the project is 80% completeYour development agency says the project is 80% complete. Before you feel relieved, ask what is being measured.

    2 min readBuying Software

  15. A CEO I advise canceled the company's hosting accountA CEO I advise canceled the company's hosting account, expecting the servers to keep running until the end of the month.

    1 min readEngineering

  16. Software projects look green right until they failSoftware projects look green right until they fail because status reports measure activity, and activity is always available.

    1 min readEngineering

  17. A software project can be on time and already lostA software project can be on time and already lost. Late is the last sign, not the first. These are the ones that show up earlier.

    1 min readEngineering

  18. Your software project is six months lateYour software project is six months late. The options are fix it, replace the team, cut scope, or kill it, and every person advising you has a stake in one...

    1 min readEngineering

  19. The first 10% of a software project usually determines whether the other 90%The first 10% of a software project usually determines whether the other 90% is wasted. Owners spend that 10% waiting for the kickoff.

    1 min readEngineering

  20. The prototype took three weeksThe prototype took three weeks. The production system is quoted at nine months. Owners read those two numbers and conclude someone is lying.

    2 min readAI

  21. An ad group of mine was set to exact matchAn ad group of mine was set to exact match. It spent 96% of its budget on something else. A setting called Search Match was switched on underneath it, so...

    1 min readProduct

  22. The $20 AI tool versus the $200,000 AI implementationThe $20 a month AI tool and the $200,000 AI implementation are often pitched for the same problem, and the honest answer about which one you need is usually...

    1 min readAI

  23. Your team just proposed an AI initiativeYour team just proposed an AI initiative. These are the questions I would ask before approving the budget, in the order I would ask them.

    1 min readAI

  24. The questions a CEO should ask in the approval meetingThe CEO does not need to understand the technology. They need to know which questions expose a bad decision.

    1 min readAI

  25. Three proposals for the same project: $80k, $240k and $600kThree proposals for the same project: $80k, $240k and $600k. They are for the same project the way three quotes to "fix the roof" are for the same roof.

    2 min readBuying Software

  26. I pulled every live app on the US App Store into a database this weekI pulled every live app on the US App Store into a database this week. 1.13 million apps. Then I looked only at the ones businesses build for their customers.

    1 min readMobile

  27. The expertise that built an institution can quietly become the reason it stopsThe expertise that built an institution can quietly become the reason it stops learning. Past success gives leaders judgment and pattern recognition, but it...

    1 min readAI

  28. AI demos work because the data is cleanAI demos work because the data is clean. Your data isn't, and that's the actual reason the pilot underwhelmed.

    1 min readAI

  29. Everyone seems focused on when we’ll reach AGIEveryone seems focused on when we’ll reach AGI.But I think we’re missing the more immediate point: the AI we already have is capable of doing a huge portion...

    1 min readAI

  30. Newer AI models cost more per token but often still cheaper to useNewer AI models cost more per token but often still cheaper to use. Because smarter models often need fewer tokens to get the job done.

    1 min readAI

  31. Signs your business has outgrown its off-the-shelf softwareThe clearest signs you have outgrown a generic tool are spreadsheets duct-taping gaps, unused seats, manual workarounds, broken integrations, and data trapped in silos.

    6 min readBuying Software

  32. Four months after I shipped SnackCheckApp.comFour months after I shipped SnackCheckApp.com, a stranger filed my app's name as an EU trademark. Same name, same three classes my app operates in.

    2 min readMobile

  33. At #WWDC26, Apple finally delivered much of what it had promised two yearsAt #WWDC26, Apple finally delivered much of what it had promised two years earlier. Many people will look at that and conclude Apple was behind on #AI.

    2 min readAI

  34. When intelligence becomes abundant, customers pay for outcomesIf, as predicted, intelligence becomes abundant, customers stop paying for:reportsdashboardsqueriesworkflow clicks ...they will start paying for:guaranteed...

    1 min readEngineering

  35. Agentic code is free like a baby goatAgentic code is free like a baby goat.The first day is the cheapest day you will ever have with it.

    1 min readAI

  36. Most people assume digital has already wonMost people assume digital has already won. Recent data from Pew Research Center shows a different reality: - Print is still the dominant format - ~75% of U.S.

    1 min readPricing

  37. In AI work, volume is not vanityIn AI work, volume is not vanity. It is a control surface. Most organizations treat quantity as a cost center.

    1 min readAI

  38. Engineering teams that went heaviest on AI coding tools are now the onesEngineering teams that went heaviest on AI coding tools are now the ones struggling most with stability.

    1 min readAI

  39. Most people do not want your appMost people do not want your app. They want the outcome. The app is just the path. Yet many companies design the experience as if the download itself were...

    2 min readMobile

  40. Serial founders talk about "batting average" like the goal is to never strikeSerial founders talk about "batting average" like the goal is to never strike out. That is a misunderstanding of the game they are actually playing.

    1 min readAI

  41. With AI agents, complexity stops being a tax and starts becoming a moatWith AI agents, complexity stops being a tax and starts becoming a moat. Most leaders still treat complexity like something to "simplify away": fewer...

    2 min readAI

  42. AI is going to create job categories that sound fake until you need one tomorrowAI is going to create job categories that sound fake until you need one tomorrow. Not because the tools get better.

    2 min readAI

  43. The early labor signal from AI is not layoffs.The early labor signal from AI is not layoffs. It is the hiring freeze you do not call a freeze.

    2 min readAI

  44. Most SaaS is designed to be chosen by a person who is slightly unsure.Most SaaS is designed to be chosen by a person who is slightly unsure. So we obsess over UX polish, onboarding flows, "time to value", and the story you can...

    2 min readAI

  45. AI Is Commoditizing Intelligence.AI Is Commoditizing Intelligence. Value Is Moving Elsewhere. AI capability is becoming widely accessible.

    2 min readAI

  46. Most organizations are thinking about AI backwards.Most organizations are thinking about AI backwards. They start with, "Where can we add AI?" and that almost always produces the same roadmap: assistants...

    2 min readAI

  47. The theory that we'll vibe code everything is 'flat wrong'.The theory that we'll vibe code everything is 'flat wrong'. --Anish Acharya If you think AI is going to replace your engineers, you are about to create the...

    1 min readAI

  48. "Digital transformation" is not disruption."Digital transformation" is not disruption. Buying software does not change your market position. It just changes what you pay for, and who you depend on.

    1 min readAI

  49. Your data moat gets weaker the moment interpretation gets cheap.Your data moat gets weaker the moment interpretation gets cheap. So what happens when your "advantage" was just owning the spreadsheet?

    2 min readAI

  50. AI will commoditize the part of software your CFO obsesses over.AI will commoditize the part of software your CFO obsesses over. So why are teams still choosing vendors based on features and day rates?

    1 min readAI

  51. The internet did not kill publishing. It broke the unit of value.The internet did not kill publishing. It broke the unit of value. If code generation gets "free", what exactly will SaaS customers still be paying for?

    1 min readAI

  52. Tokens are not the bottleneck. Humans are.Tokens are not the bottleneck. What happens to "AI adoption" when nobody has to ask? Most companies treat AI like a new UI layer.

    1 min readAI

  53. AI did not kill software engineering. It moved the mistakes upstream.AI did not kill software engineering. It moved the mistakes upstream. If code is cheap now, why do so many teams still ship the wrong thing faster?

    1 min readAI

  54. Law is just the first industry to break (thanks to Harvey and Legora).Law is just the first industry to break (thanks to Harvey and Legora). Every knowledge job is next.

    2 min readAI

  55. AI is not blocked by intelligence. It's blocked by org charts.AI is not blocked by intelligence. It's blocked by org charts. Everyone thinks AI adoption is about better models.

    1 min readAI

  56. Data advantage is no longer about owning data.Data advantage is no longer about owning data. If data is truly the moat, why does everyone also expect it to be portable?

    1 min readAI

  57. Drone Delivery Is Easy. Getting Picked by AI Is Hard.Drone delivery is the easy part. Getting picked by the AI that starts the shopping journey is harder.

    1 min readAI

  58. The Ugliest Process Is Usually Keeping You AliveThe ugliest process in a company is usually the one keeping it alive. Before you delete it, do you know what risk it was built to absorb?

    1 min readAI

  59. AI Output Quality Mirrors Your Operating DisciplineThe quality of your AI output is a mirror of your operating discipline. Are you using a model, or are you outsourcing requirements?

    1 min readAI

  60. Why You Should Use Plan Mode Before Writing AI CodeThe fastest way to get bad AI code is to start typing immediately. Have you decided what “done” looks like, or are you outsourcing the thinking too?

    1 min readAI

  61. Your AI Strategy Will Break With the Next Model ReleaseYour AI “strategy” will look brilliant right up until the next model release breaks it. I keep seeing operators in logistics, insurance, and industrial...

    1 min readAI

  62. Enterprise and Data with AIWe used to ship POS and loyalty updates in 7-10 days. Then we added a “lightweight” process and it became 6 weeks.

    1 min readAI

  63. AI in Product, Delivery, and DataWe used to blame our “slow” team for missing the loyalty app launch. Then we added two more squads and missed by another quarter.

    1 min readAI

  64. AI in Engineering, Pricing, and DataWe did not rewrite anything. Checkout still dropped from 9 seconds to 5. A regional grocery chain had a loyalty app and a small ops team.

    1 min readAI

  65. AI in Engineering, Hiring, and DataI went home to Italy for Christmas. On my flight back to SF, I watched Jersey Boys and it reminded me that talent does not protect you from a bad deal.

    1 min readAI

2025

94 posts
  1. Most “privacy-first” products still know your real identityMost “privacy-first” products still know your real identity. Email reset, IP logs, phone checks - that is a dossier.

    1 min readAI

  2. AI in Product, Engineering, and DataApple will reject your iPhone app for one shady permission. Google Chrome will “Feature” a browser extension that watches your AI chats.

    1 min readAI

  3. Operations and Data with AIMost grocery stores do not need a data center to decide if a shelf is empty. That is why NPUs are showing up in checkout lanes, handhelds, cameras, and...

    1 min readAI

  4. AI, Customer, and EnterpriseMost bank AI bans are really policy statements, not behavior changes. The work just goes underground.

    1 min readAI

  5. AI, Customer, and DeliveryDomain knowledge is the only moat. AI can write the code, but it cannot own the mess it creates.

    1 min readAI

  6. AI in Engineering, Delivery, and DataAI assisted coding isn't a "boost" anymore. It is the default way devs ship software (or your team falls behind).

    1 min readAI

  7. AI in Product, Sales, and DataAI advertising is about to hit an inflection point, and almost nobody is talking about the real reason why.

    2 min readAI

  8. AI in Product, DataLet's stop with the self-help guilt. That feeling that you can't focus on anything long enough to get real work done isn't a discipline problem.

    1 min readAI

  9. AI in Automation, Strategy, and DataThe smartest way to use Polymarket right now isn't harder research. It's automated research. Most people try to keep up with Polymarket manually.

    2 min readAI

  10. AI in Customer Support, Education, and DataOpenAI has just launched "ChatGPT for Teachers," a new tool specifically designed for K-12 educators. This initiative is free for U.S.

    1 min readAI

  11. AI in Strategy, Product, and DataHad a great session with Ariel Michaeli of Appfigures on ASO. Here are some nuggets (best for last 😜): Screenshots that convert - Show real UI immediately...

    2 min readAI

  12. AI in Engineering, Startups, and EducationThis is systemic influence, by design. OpenAI is quietly becoming the backbone of the hashtag#AI economy.

    1 min readAI

  13. Strategy and Data with AIToday I tried something that sounded impossible: building a web app with zero application code. No routes, no controllers, no logic files...

    2 min readAI

  14. Growth, Strategy, and ProductMost product teams say they are data-driven. The best ones know that data should not drive the design. Taste builds products that stand out.

    1 min readBusiness

  15. AI, Strategy, and Engineering"Clean code" is not self-documenting when it comes to why it was written that way. Most software documentation explains what the code does.

    1 min readAI

  16. The truth? Nobody really knows.OpenAI's GPT‑5 just dropped and everyone wants to sound like they know what it means. Nobody really knows. Yes, GPT‑5 is faster, smarter, more flexible.

    1 min readAI

  17. Startups and Data with AITraining AI on public web data isn't theft, it's fair use... but we need laws that say so explicitly.

    1 min readAI

  18. AI in Product, Ecommerce, and DataYour app doesn’t need more features. It needs fewer while delivering ROI faster. Across 50+ product audits, I see teams sink 60% of budget into functions...

    1 min readAI

  19. AI in Strategy, Startups, and DataAI used to build startups from scratch. Now it is buying the ones you forgot existed. VCs like Khosla Ventures are rolling up call centers, accounting...

    1 min readAI

  20. Sales and Data with AIPOV: Trying to save $132K in fees cost you $268K in lost earnings 😅 2x more money lost than saved 👎 I said in my last post as well that web checkout...

    1 min readAI

2024

2 posts
  1. Being Data Driven: Do you use XmR charts?Explore the power of XmR charts in this detailed blog post, which offers a comprehensive guide on understanding, creating, and interpreting Individuals and Moving Range Charts for statistical process control. Ideal for quality managers, data analysts, and anyone involved in process improvement, this post covers the essentials of XmR charts, including step-by-step instructions on how to construct them, insightful examples from the mobile industry, and practical tips for optimizing mobile app performance and mobile network quality. Dive into the world of process behavior charts to enhance your process monitoring and improvement strategies.

    5 min readData

2015

7 posts
  1. What is Big Data and why you can't control itBig Data is a big deal Big Data is a big deal because it has the potential of providing insight in ways we have no clue about.

    1 min readData

2013

77 posts
  1. Mobile application key performance indicators (KPI)Strictly speaking, the definition of mobile application KPI is mobile application key performance indicators. Tweet this What does KPI mean?

    6 min readData

  2. Mobile application download tracking solutionsFor marketers responsible for promoting mobile apps, ad tracking has become a mission critical component of most app marketing programs.

    9 min readMobile

  3. Mobile app control panel for optimization, affiliates and analyticsApp Store Optimization I am a firm believer in App Store Optimization. I take a lot of pride in the fact of not spending money for marketing and user...

    1 min readData

  4. More reasons why you should have a mobile appWe already discussed when/why you need a mobile app and also how to monetize it. If you still need convincing, either for yourself or your boss, here are...

    4 min readData

  5. How to understand mobile statistics and metricsIn the tech industry, we are bombarded with numbers. Every other day there is a new study showing percentages and huge numbers that are supposed to prove or...

    13 min readData

2012

111 posts
  1. How fast do users update iOS apps? Some numbers shared.Today I was browsing Quora for interesting questions and came across this one. I had a vague idea in mind but figured I'd do something "nice" and get real...

    2 min readData

  2. Coin Toss Extreme: iPhone game stats and analytics after 2 weeksIn the past 3 years I've developed all kinds of apps (read more here). However, 2 weeks ago I released my first game for iPhone.

    2 min readData