HeyJaredAlpha Work
A data-driven look at the future of work, both public and private markets. Posts are not investment advice.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Jul 23, 2026
Latest issues
HR SaaS 2026 Q2 Public Markets Update (opens the original)
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HR SaaS is starting to look less like a growth category and more like a collection of mature software businesses, although demand has not collapsed. Payroll vendors described stable employment, and HCM buyers continue to invest.The sector’s 4.6x median forward revenue multiple sits below the historical median, while its growth-adjusted multiple is above its historical median. Investors appear to be pricing dependable cash flows rather than assuming that the next product cycle will drive further
Actuate 2026 Takeaways (opens the original)
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Last week I attended Actuate, a developer conference for the robotics and autonomy industry hosted by Foxglove, a data platform for physical AI.I entered the conference with five questions: Has general purpose autonomy reached it’s GPT-3 moment?Are VLAs or world models more important to autonomy? What data sources are most important to solving and scaling physical AI? Are full-stack (hardware + software) robots more likely to succeed than hardware agnostic physical AI models running acr
HR Tech 2026 Q2 Funding Review (opens the original)
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HR Tech funding reaches an eight year lowHR tech funding hit a slump this quarter, its lowest level in the last 8 years, with a continued lack of outsized funding rounds. Payroll continues to be an investable space, with AI-native payroll platform Warp raising a $60M Series B.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!S0eV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F
The legs, brains and business of Agility Robotics (opens the original)
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It’s been a busy couple of months for humanoids.Less than a month ago, Agility Robotics announced it would go public through a Special Purpose Acquisition Company (SPAC) with Churchill Capital Corp XI at a $2.5 billion pre-money valuation, raising more than $620 million and taking the ticker AGLT on the Nasdaq. Foxconn is leading the investment, with participation from Nvidia, Amazon, SoftBank, and others. When the deal closes, likely in the fourth quarter of 2026, Agility Robotics will be the f
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