Insights

Field notes on AI, agents, cloud-native platforms, and the economics of Service-as-Software.

SaaS Transformation · Jun 14, 2026 · 5 min read

SaaSmageddon is real — but it’s not the end of SaaS. It’s the transition from selling tools to delivering outcomes. Here’s …

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AI & Agents · Jun 10, 2026 · 4 min read

As agents and orchestration become table stakes, durable advantage shifts to the data, workflows, and constraints only you hold.

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SaaS Transformation · Jun 6, 2026 · 4 min read

Proofs of concept have replaced demos, and forward-deployed engineers are showing up where solution consultants used to.

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FinOps & Pricing · Jun 2, 2026 · 5 min read

Frontier intelligence keeps repricing upward even as last generation’s falls. Pricing built on uniformly cheap intelligence needs …

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