JUNE 30, 2026
The CIO's Choices are Clear in 2026
The CIO's choices are clear in 2026 : fund the AI stack, cut everything else. The public markets are pricing it.
Saas
JUNE 29, 2026
When AI Costs More Than the Engineer
Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.
JUNE 22, 2026
So You Want to Sell Inference
Reselling inference is a zero-margin commodity. The margin question comes down to cost-plus versus value-based pricing : one anchors to the inference line, the other decouples from it.
JUNE 17, 2026
Databricks Widens the Lead on the Yellow Brick Token Path
Databricks runs at $6.9b ARR growing 80%, widening the gap over Snowflake to $1.6b. Its AI products sit on the token path, where companies grow explosively even at scale.
MAY 15, 2026
The First Derivative of Inference
The fastest growing companies in AI & software all share one property. They are either selling AI directly, or they are reselling inference. At worst, the first derivative of inference.
MAY 14, 2026
What Would AI Email Cost?
State-of-the-art AI email costs $22-130/month, but smaller models & local inference can cut costs by 100x. The next 12-24 months will be defined by matching models to workloads.
APRIL 29, 2026
Reorganizing Your SaaS Startup's Organizational Structure to Optimize the Customer Lifecycle
Learn how modern SaaS startups are restructuring teams to optimize customer journeys, moving beyond linear funnels to boost revenue and retention across lifecycle stages.
APRIL 28, 2026
The Three Questions in AI Sales
The new sales motion asks three questions : software budget, labor budget, & what ratio you want in three years.
APRIL 23, 2026
Intelligence About Business
Omni raises $90M at $1.5B to power intelligence about the business, not just dashboards.
MARCH 24, 2026
AI's Bundling Moment
The SaaS era rewarded unbundling & specialization. AI companies are rebundling into platforms because rapid model changes create cognitive burden for buyers assembling best-of-breed stacks.
